Chinese Information And Service Center 401(k) Plan
Sponsored by Chinese Information And Service Center · EIN 237438529 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 136
- With balances
- 167
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Iron Financial Llc CRD 106682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $7,587 |
| Equitable Advisors, Llc | Investment management, Shareholder servicing fees | $3,606 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $535 |
| Proaccount | Investment management, Shareholder servicing fees | $350 |
| Nationwide | Investment management, Shareholder servicing fees | $141 |
| Nationwide Life Insurance Company | Investment management, Shareholder servicing fees | $126 |
| Iron Financial | Investment management, Shareholder servicing fees | $97 |