Integrated Services Retirement Plan
Sponsored by Integrated Services For Behavioral Health · EIN 311472366 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 601
- With balances
- 594
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Plan Concepts & Services | Other services | $5,636 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $5,636 |
| Kestra Investment Services Llc | Other fees | $0 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $0 |