The Inland Group, Llc Savings Plan
Sponsored by The Inland Group, Llc · EIN 363189393 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 1,208
- With balances
- 1,357
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Financial Investment Manage | Investment management | $116,998 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $34,400 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $28,581 |
| Forvis Llp | Accounting | $26,769 |