AUMdb

Intercept Youth Services, Inc. 401(k) Plan

Sponsored by Intercept Youth Services, Inc. · EIN 541816181 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
409
With balances
229

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Co(usa) Recordkeeping, Investment advisory (participants), Direct payment from the plan $40,283
Usi Advisors Inc Investment advisory (plan), Direct payment from the plan $29,890