AUMdb

Trg 401(k) Plan

Sponsored by Ibex Global Solutions, Inc. · EIN 721583550 · Plan #005

Total assets
$12.7M
Net assets
$12.7M
Active participants
1,972
With balances
278

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ima Advisory Services, Inc. CRD 112091 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $45,393
Ima Advisory Services, Inc. Investment advisory (plan), Direct payment from the plan $37,345
Onedigital Topco Llc Contract administrator, Other services, Direct payment from the plan $12,527