Its Inc 401(k) Retirement Plan & Trust
Sponsored by Its Inc · EIN 421171146 · Plan #002
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 662
- With balances
- 782
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Security National Bank | Trustee (institutional), Investment management, Recordkeeping fees | $223,917 |
| Charles Schwab Trust Company | Shareholder servicing fees, Investment management, Float revenue | $4,642 |
| Charles Schwab & Co Inc | Shareholder servicing fees, Investment management, Float revenue | $0 |