I3 Group, Inc. 401(k) Plan And Trust
Sponsored by I3 Group Inc. · EIN 363987876 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 377
- With balances
- 394
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 |
|---|---|---|
| Ausdal Financial Partners, Inc. CRD 7995 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Other services, Shareholder servicing fees | $42,939 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other investment fees and expenses | $10,171 |
| Pension Advisory Group, Ltd. | Contract administrator, Other services, Account maintenance fees | $5,033 |
| Ausdal Financial Partners, Inc. | Investment advisory (plan), Other investment fees and expenses | $69 |