Intuitive Research And Technology Corporation Retirement Plan
Sponsored by Intuitive Research And Technology Corporation · EIN 752821032 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 581
- With balances
- 734
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Association Of Registered Investment Advisors, Inc. (Aria Corp.) CRD 137252 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Account maintenance fees, Direct payment from the plan | $53,613 |
| Morgan Stanley | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $35,987 |
| Aria | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $23,225 |