Interchange Group, Inc. 401(k) Plan
Sponsored by Interchange Group, Inc. · EIN 541965308 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 381
- With balances
- 240
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 |
|---|---|---|
| Sapere Wealth Management, Llc CRD 119598 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sapere Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $39,166 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $28,552 |