AUMdb

Integral Federal, Inc. 401(k) Retirement Plan

Sponsored by Integral Federal, Inc. · EIN 522081090 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
219
With balances
200

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
Pacific Northwest Asset Management, Llc CRD 172429 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Trust Company, Llc Recordkeeping fees, Account maintenance fees $35,276
Pnc Asset Management Investment advisory (participants), Investment advisory (plan) $17,867
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $133