AUMdb

George J. Igel & Co., Inc. 401(k) Profit Sharing Plan

Sponsored by George J. Igel & Co., Inc. · EIN 314214570 · Plan #001

Total assets
$36.0M
Net assets
$36.0M
Active participants
124
With balances
144

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
Proaccount Investment advisory (participants) $104,845
Latitude Service Company, Inc Contract administrator, Other services, Other fees $28,571
Nationwide Recordkeeping, Recordkeeping fees, Other services $23,817
Cambridge Investment Research Securities brokerage $0