Identity Automation, Lp 401(k) Plan
Sponsored by Identity Automation Lp · EIN 202010272 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Tri Ad Actuaries, Inc. | Contract administrator, Participant loan processing, Shareholder servicing fees | $13,933 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |