Integrated Employer Solutions 401(k) Plan
Sponsored by Integrated Employer Solutions, Inc. · EIN 870653068 · Plan #333 · Salt Lake City, UT
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 915
- With balances
- 432
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 |
|---|---|---|
| Association Financial Services Inc. CRD 142205 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $7,771 |
| Truenorth Wealth | Investment advisory (plan) | $4,561 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $675 |