AUMdb

Interplan Llc Profit Sharing 401(k) Plan

Sponsored by Interplan Llc · EIN 593667640 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
167
With balances
202

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 Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $60,409
Mesirow Financial Inc Investment advisory (plan) $2,111