AUMdb

Irvine Technology Corporation 401(k) Plan

Sponsored by Irvine Technology Corporation · EIN 330889599 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
87
With balances
142

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions,L Recordkeeping, Participant loan processing, Investment management fees (indirect) $27,311
Osaic Wealth, Inc. Investment advisory (plan) $26,381
Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $2,920
Hicks Pension Services San Luis O Recordkeeping, Participant loan processing, Recordkeeping fees $0