Iqventures Retirement & Savings Plan
Sponsored by Iqventures Holdings, Llc · EIN 854297109 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 223
- With balances
- 262
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 |
|---|---|---|
| Shaffer Capital Advisers, Llc CRD 150106 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shaffer Capital | Investment management, Direct payment from the plan | $37,176 |
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $36,325 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $10,551 |