Industrial Accessories Company 401(k) Profit Sharing Plan & Trust
Sponsored by Industrial Accessories Company · EIN 481039244 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 319
- With balances
- 177
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $28,432 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $28,103 |