Isg 401(k) Plan
Sponsored by I & S Group, Inc. · EIN 410995051 · Plan #002
- Total assets
- $37.4M
- Net assets
- $37.4M
- Active participants
- 497
- With balances
- 554
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Stifel Nicolaus & Co Inc | Investment advisory (plan) | $80,004 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $51,146 |