Ingo Money, Inc 401(k) Plan
Sponsored by Ingo Money, Inc · EIN 582646945 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 208
- With balances
- 153
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $83,794 |
| Futureplan By Ascensus, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $15,400 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| Sbhu/Morgan Stanley Smith Barney | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |