The Trustees Of Iri Consultants, Inc. Retirement Plan
Sponsored by Iri Consultants, Inc. · EIN 382349424 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 137
- With balances
- 135
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $39,694 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan), Insurance brokerage commissions | $6,237 |