Iam 401(k) Retirement Plan
Sponsored by Incast Asset Management, Inc. · EIN 262429216 · Plan #002
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 195
- With balances
- 221
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpa Financial, Llc | Investment advisory (plan), Direct payment from the plan | $29,168 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $28,950 |
| Maxus Plan Solutions Inc. | Contract administrator, Direct payment from the plan, Other services | $7,326 |