Itr America, Llc Profit Sharing 401(k) Plan
Sponsored by Itr America, Llc · EIN 262457852 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 223
- With balances
- 244
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $37,088 |
| Empower Annuity Insurance Company | Recordkeeping fees | $23,378 |
| T. E. Lott And Company, P.A. | Contract administrator | $3,300 |