AUMdb

Incom, Inc. Profit Sharing & Retirement Savings Plan

Sponsored by Incom, Inc. · EIN 042483274 · Plan #001

Total assets
$18.6M
Net assets
$18.6M
Active participants
152
With balances
195

Plan year beginning 01/01/2024 · 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $9,353
Lpl Financial Corporation Other services, Other commissions, Other fees $0
The Angell Pension Group, Inc. Other services, Other fees, Contract administrator $0
Caron & Bletzer Accounting, Other fees $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0