AUMdb

Igloo Products Corp. Employees' 401(k) Plan

Sponsored by Igloo Products Corp. · EIN 363474772 · Plan #305

Total assets
$45.7M
Net assets
$45.7M
Active participants
872
With balances
588

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $53,619
Prime Capital Investment Advisors Consulting (general) $38,400
Strategic Advisors, Inc. Investment advisory (plan) $15,479