AUMdb

Imperial Clinical Research Services, Llc Retirement Program

Sponsored by Imperial Clinical Research Services, Llc · EIN 381795049 · Plan #003

Total assets
$24.0M
Net assets
$24.0M
Active participants
78
With balances
135

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
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $30,564
Oneamerica Investment Advisory Serv Investment advisory (plan), Direct payment from the plan $5,266
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0