AUMdb

Intersection Parent, Inc. 401(k) Plan

Sponsored by Intersection Parent, Inc. · EIN 474445703 · Plan #001

Total assets
$43.6M
Net assets
$43.6M
Active participants
358
With balances
548

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
John Hancock Retirement Srvcs Recordkeeping, Participant loan processing, Float revenue $80,170
Morgan Stanley, The Wilshinsky Grp Investment advisory (plan) $70,686