Intermoor 401(k) Plan
Sponsored by Intermoor Inc. · EIN 201780510 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 127
- With balances
- 164
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $55,527 |
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $37,355 |