It Concepts 401(k) Plan
Sponsored by It Concepts, Inc. · EIN 830377840 · Plan #001
- Total assets
- $26.8M
- Net assets
- $26.8M
- Active participants
- 762
- With balances
- 532
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $66,955 |
| Limestone Pension Associates | Accounting, Consulting (general), Participant loan processing | $23,955 |
| The Vanguard Group | Contract administrator, Recordkeeping, Participant loan processing | $18,805 |