The Iris Group Inc. 401(k) Retirement Savings Plan
Sponsored by The Iris Group · EIN 330386692 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 90
- With balances
- 130
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors. | Investment advisory (plan), Direct payment from the plan | $35,508 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $7,243 |