AUMdb

Investment Corporation Of Palm Beach 401(k) Plan

Sponsored by Investment Corporation Of Palm Beach · EIN 591318711 · Plan #002

Total assets
$13.9M
Net assets
$13.9M
Active participants
342
With balances
193

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
Barclay Breland Family Office Investment advisory (plan) $33,390
Empower Annuity Insurance Company Recordkeeping fees $29,646