AUMdb

Itg Holdings Usa, Inc. Employee Savings And Retirement Plan Dual Qualified

Sponsored by Itg Cigars, Inc. · EIN 593472656 · Plan #012

Total assets
$27.9M
Net assets
$27.9M
Active participants
546
With balances
572

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $52,673