AUMdb

Illinois Central Companies 401(k) And Profit Sharing Plan

Sponsored by Illinois Central School Bus, Llc · EIN 200991676 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
3,236
With balances
748

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $86,576
Creative Planning, Llc Investment advisory (plan), Direct payment from the plan $19,984