Intelident Solutions, Inc. 401(k) Plan
Sponsored by Intelident Solutions, Inc. · EIN 571220613 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 632
- With balances
- 883
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $148,275 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $54,568 |
| Retirement Solutions Specialists | Contract administrator | $53,792 |
| Warren Averett, Llc | Accounting | $11,200 |
| Empower Advisory Group, Ll | Investment management | $340 |