Retirement Income Security Plan Laritech, Inc.
Sponsored by Laritech, Inc. · EIN 954861882 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 128
- With balances
- 115
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 |
|---|---|---|
| Integrity Financial Corporation CRD 137125 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrity Financial | Investment advisory (participants), Investment advisory (plan), Investment management | $53,915 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Named fiduciary | $13,479 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $1,700 |