Ibaset, Inc. Savings Plan
Sponsored by Ibaset, Inc. · EIN 473890327 · Plan #001
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 127
- With balances
- 215
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $55,655 |
| Concurrent Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |