Inglis House Retirement Plan
Sponsored by Inglis House · EIN 231352284 · Plan #001
- Total assets
- $18.0M
- Net assets
- $17.9M
- Active participants
- 17
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Direct payment from the plan | $67,251 |
| Aon Investments Usa Inc. | Investment advisory (plan), Direct payment from the plan | $60,000 |
| Principal Life Insurance Company | Recordkeeping, Trustee (institutional), Direct payment from the plan | $16,124 |