AUMdb

Interact Retirement Plan

Sponsored by Intercommunity Action, Inc. · EIN 231875249 · Plan #003

Total assets
$8.1M
Net assets
$8.1M
Active participants
202
With balances
271

Plan year beginning 07/01/2024 · 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
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $28,290
Concurrent Advisors Investment advisory (plan), Direct payment from the plan $22,106