AUMdb

Integrity Management Services, Inc. 401(k) Plan

Sponsored by Integrity Management Services, Inc. · EIN 263976707 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
98
With balances
154

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
Pointoak Retirement Advisors Contract administrator $32,979
Nationwide Recordkeeping, Investment management fees (indirect) $17,646
Uhy Llp Accounting $13,500
Proaccount Investment advisory (participants) $12,786
Coastal Pension Services Contract administrator $2,425
Nationwide Recordkeeping, Direct payment from the plan, Distribution (12b-1) fees $574