AUMdb

Ipc Management Inc. 401(k) Plan

Sponsored by Ipc Management Inc · EIN 251824291 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
111
With balances
136

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $23,524
Empower Annuity Insurance Recordkeeping fees $22,439
Empower Advisory Group, Llc Investment management $5,860
Metro Benefits, Inc. Contract administrator $2,800