Insurance Organizations' Savings Trust 401(k) Plan
Sponsored by North Carolina Joint Underwriting Association · EIN 561222676 · Plan #002 · Raleigh, NC
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 193
- With balances
- 197
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 | $360 |