Intercap Lending 401(k) Retirement Plan
Sponsored by Intercap Lending, Inc. · EIN 850260899 · Plan #002
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 314
- With balances
- 438
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment management | $42,719 |
| John Hancock Trust Company, Llc | Recordkeeping, Recordkeeping fees | $37,592 |
| United 401(k) Plans, Inc. | Plan administrator | $7,510 |
| Wilshire Associates Inc. | Investment management | $3,417 |