AUMdb

Ir Labs De, Llc 401(k) Plan

Sponsored by Ir Labs De, Llc · EIN 874035214 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
52
With balances
152

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Three Bell Capital Llc CRD 159736 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 $53,575
Three Bell Capital Investment advisory (plan), Direct payment from the plan $14,889
Principal Securities Inc Other services, Other commissions, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0