Iomsa, P.C. Retirement Plan
Sponsored by Indiana Oral & Maxillofacial Surgery Associates, · EIN 351956068 · Plan #001
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 94
- With balances
- 120
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 |
|---|---|---|
| Cbiz Benefits & Ins Services Inc | Contract administrator, Direct payment from the plan, Other services | $1,950 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $1,825 |
| American Pension Advisors, Ltd | Contract administrator, Other services, Direct payment from the plan | $525 |