Iec Members Savings Plan
Sponsored by Atlanta Chapter, Independent Electrical Contractors, Inc. · EIN 580956500 · Plan #333
- Total assets
- $37.7M
- Net assets
- $37.7M
- Active participants
- 1,234
- With balances
- 925
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $128,629 |
| Bensource Employee Benefits | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $87,316 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $14,636 |
| Jjm Cpa | Accounting, Direct payment from the plan | $13,800 |
| Cambridge Investment Research, Inc. | Direct payment from the plan, Securities brokerage commissions | $11,907 |
| Smith & Howard | Accounting, Direct payment from the plan | $6,000 |