Chicago Mortgage Solutions Llc D/B/A Interfirst Mortgage Company 401(k) Plan
Sponsored by Chicago Mortgage Solutions Llc D/B/A Interfirst Mortgage Company · EIN 364485107 · Plan #002
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 18
- With balances
- 82
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,093 |
| Independent Financial Partners | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |