AUMdb

Indel Power Group 401(k) Plan

Sponsored by Indel Power Group · EIN 540641602 · Plan #002 · Portsmouth, VA

Total assets
$58.2M
Net assets
$58.2M
Active participants
621
With balances
777

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $18,094
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,275