AUMdb

Iwm International Retirement Savings Plan

Sponsored by Iwm International, Llc · EIN 810733476 · Plan #001

Total assets
$11.9M
Net assets
$11.7M
Active participants
197
With balances
162

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
Alerus Financial, N.A. Recordkeeping, Trustee (directed), Sub-transfer agency fees $8,608