Ip Services 401(k) Profit Sharing Plan
Sponsored by Ip Services, Inc. · EIN 232922574 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 78
- With balances
- 110
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 |
|---|---|---|
| Hbk Sorce Advisory Llc CRD 112139 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hbks Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $31,068 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $13,864 |
| Cerity Partners | Investment advisory (plan), Direct payment from the plan | $5,816 |