AUMdb

Iha Occupational Health Services Retirement Plan

Sponsored by Inomedic Health Applications, Inc. · EIN 541720628 · Plan #018

Total assets
$14.8M
Net assets
$14.8M
Active participants
1
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cornerstone Wealth Strategies Investment management fees (direct), Investment management $73,694
Matrix Financial Solutions Custodial (securities) $5,486