Institute Of Community Services, Inc. Retirement Plan
Sponsored by Institute Of Community Services, Inc. · EIN 640440304 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 779
- With balances
- 757
Plan year beginning 02/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $24,250 |
| Global Retirement Partners Llc | Investment advisory (plan) | $15,240 |
| Ares Retirement Plan Services Llc | Contract administrator | $7,351 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,651 |
| Global Retirement Partners | Consulting (general), Consulting fees | $0 |