Island Capital Group Llc 401(k) Plan
Sponsored by Island Capital Group Llc · EIN 364525612 · Plan #001
- Total assets
- $71.6M
- Net assets
- $71.6M
- Active participants
- 105
- With balances
- 471
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Krilogy Financial Llc CRD 149046 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment management, Direct payment from the plan | $41,000 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $34,756 |
| Forvis, Llp | Accounting, Direct payment from the plan | $11,895 |
| Krilogy Financial Llc | Investment advisory (participants), Direct payment from the plan | $7,096 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $174 |