Income Research & Management Profit Sharing 401(k) Plan & Trust
Sponsored by Income Research & Management · EIN 042955404 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 213
- With balances
- 282
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Oper Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $9,060 |