AUMdb

Isco Industries Inc. Retirement Savings Plan

Sponsored by Isco Industries, Inc. · EIN 610600157 · Plan #001

Total assets
$90.6M
Net assets
$90.6M
Active participants
744
With balances
785

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
Cerity Partners Retirement Plan Advisors Llc CRD 164198 fuzzy_auto · 96% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cerity Partners Retirement Plan Investment advisory (plan) $69,882
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $50,725
Strategic Advisors, Inc. Investment advisory (plan) $12,715