AUMdb

Island Palm Communities, Llc Employees Savings Trust

Sponsored by Island Palm Communities, Llc · EIN 201108750 · Plan #001

Total assets
$24.9M
Net assets
$24.9M
Active participants
407
With balances
474

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
Merrill Lynch Pierce Fenner & Smith Recordkeeping, Consulting (pension), Direct payment from the plan $36,924
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $15,463
Adp Broker Dealer Other services, Other fees $0