Iat Insurance Group, Inc. Profit Sharing 401(k) Plan
Sponsored by Iat Insurance Group Inc. · EIN 561171691 · Plan #003
- Total assets
- $288M
- Net assets
- $288M
- Active participants
- 1,020
- With balances
- 1,482
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,828 |