AUMdb

Retirement Income Security Plan Mod Pizza

Sponsored by Mod Super Fast Pizza, Llc · EIN 262450462 · Plan #003

Total assets
$12.7M
Net assets
$12.7M
Active participants
2,349
With balances
3,294

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
Integrity Financial Corporation CRD 137125 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $260,288
Integrity Financial Investment advisory (participants), Investment advisory (plan), Investment management $75,266
Healthequity Retirement Services, L Claims processing, Plan administrator, Investment advisory (plan) $32,092
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $3,991