Intellisurvey 401(k) Plan
Sponsored by Intellisurvey, Inc. · EIN 330973672 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 98
- With balances
- 123
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, 401(m) arrangement
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 |
|---|---|---|
| Mcgregor & Associates, Inc. | Contract administrator | $722 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $375 |