It Group, Llc 401(k) Savings Plan
Sponsored by It Group, Llc · EIN 050554165 · Plan #001
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 157
- With balances
- 172
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Company Inc | Investment advisory (plan) | $82,546 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,570 |