It Coalition 401(k) Plan Us Employees
Sponsored by Information Technology Coalition, Inc. · EIN 205581516 · Plan #003
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 967
- With balances
- 1,188
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svc | Recordkeeping, Float revenue, Recordkeeping fees | $96,657 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $65,926 |