AUMdb

Ips Employee Retirement Savings Plan

Sponsored by Interstate Personnel Services,Inc. · EIN 610717059 · Plan #002

Total assets
$14.9M
Net assets
$14.8M
Active participants
1,021
With balances
1,769

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Benefits Group, Inc. Recordkeeping, Direct payment from the plan $114,640
Transamerica Financial Life Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $61,933
Sentinel Pension Advisors Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $8,333