Irving Materials, Inc. Employee Savings 401(k) Plan
Sponsored by Irving Materials, Inc. · EIN 843316965 · Plan #002
- Total assets
- $253M
- Net assets
- $253M
- Active participants
- 2,208
- With balances
- 2,575
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 |
|---|---|---|
| Axia Advisory, Llc CRD 107571 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Participant loan processing, Participant communication, Direct payment from the plan | $270,620 |
| Axia Advisory Corporation | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $129,012 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $34,073 |