AUMdb

Ingerman Group 401(k) Plan

Sponsored by Ingerman Management Company · EIN 320045712 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
268
With balances
216

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
Lincoln National Corporation Contract administrator $23,984
Securities America Inc Investment advisory (plan) $11,110