AUMdb

Integrated Financial Settlements, Inc. 401(k) Plan

Sponsored by Integrated Financial Settlements · EIN 204029426 · Plan #001

Total assets
$46.7M
Net assets
$46.7M
Active participants
190
With balances
247

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
Nfp Retirement Investment advisory (plan), Consulting fees $44,934
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $32,909