AUMdb

Intellibridge 401 K Plan

Sponsored by Intellibridge, Llc · EIN 651313681 · Plan #001

Total assets
$92.9M
Net assets
$92.9M
Active participants
870
With balances
1,434

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $125,892
Nfp Retirement Inc Investment advisory (plan) $45,000
Kestra Investment Services Llc Investment advisory (plan) $15,450