Integrus Architecture, P.S. Incentive Savings Pla
Sponsored by Integrus Architecture, P.S. · EIN 911033931 · Plan #002
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 120
- With balances
- 174
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 |
|---|---|---|
| Northern Capital Retirement Services, Inc. CRD 163327 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Capital Retirement | Investment advisory (participants), Investment advisory (plan), Investment management | $71,115 |
| Randall & Hurley | Recordkeeping, Participant loan processing, Consulting (pension) | $18,962 |
| Charles Schwab Trust Bank | Custodial (securities), Sub-transfer agency fees, Shareholder servicing fees | $6,543 |