Ithr 401(k) Plan
Sponsored by Intandem Human Resources, Llc · EIN 273961736 · Plan #101
- Total assets
- $49.0M
- Net assets
- $49.0M
- Active participants
- 1,147
- With balances
- 964
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $132,413 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $129,259 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $17,655 |