Iworks Corporation 401(k) Plan
Sponsored by Iworks Corporation · EIN 202369374 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 142
- With balances
- 219
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 |
|---|---|---|
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Signature Estate & Investment Advis | Investment advisory (plan) | $22,374 |
| Legacy Retirement Solutions, Llc | Contract administrator | $2,325 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,063 |