Integra Connect, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Integra Connect Newco, Llc · EIN 861179475 · Plan #001
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 461
- With balances
- 808
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 |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $52,395 |
| Pollard & Associates | Contract administrator | $17,220 |
| Greenspring Advisors Llc | Investment advisory (plan) | $7,733 |
| Empower Advisory Group, Llc | Investment management | $3,218 |