Intertech Security, Llc 401(k) Plan
Sponsored by Intertech Security, Llc · EIN 251850580 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 104
- With balances
- 140
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 |
|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp CRD 128591 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schneider Downs Wealth Mgmt Adv | Investment advisory (participants), Investment advisory (plan) | $36,876 |
| Schneider Downs Ret. Solutions | Recordkeeping | $10,233 |
| Charles Schwab Trust Company | Trustee (institutional), Custodial (securities) | $4,732 |