Integrated Imaging Consultants, Llc Retirement Savings Plan
Sponsored by Integrated Imaging Consultants, Llc · EIN 462494918 · Plan #001
- Total assets
- $99.9M
- Net assets
- $99.9M
- Active participants
- 116
- With balances
- 147
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 |
|---|---|---|
| Marcus Capital, Llc CRD 130516 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marcus Capital Llc | Investment advisory (plan) | $34,071 |
| At Investment Advisers Inc | Investment advisory (plan) | $23,289 |
| Mariner Llc | Investment advisory (plan) | $23,174 |
| Corient Private Wealth Llc | Investment advisory (plan) | $9,860 |
| Kovitz Investment Group | Investment advisory (plan) | $6,447 |
| Charles Schwab & Co.,Inc. | Custodial (securities) | $894 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |