Integrity Express 401(k) Profit Sharing Plan
Sponsored by Integrity Express Logistics, Llc · EIN 208583331 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 755
- With balances
- 951
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $47,469 |
| Creative Retirement Systems | Contract administrator | $15,704 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $12,318 |
| Spc | Investment advisory (plan) | $3,762 |
| Strategic Advisors Inc. | Investment advisory (plan) | $20 |