Ipas, Inc. 401(k) Plan
Sponsored by Ipas, Inc. · EIN 561071085 · Plan #002
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 81
- With balances
- 149
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 |
|---|---|---|
| Charter Wealth Management, Inc. CRD 162299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charter Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $20,000 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $14,516 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $4,658 |