Act, Inc. Defined Contribution Retirement Plan
Sponsored by Intermediaryed · EIN 420841485 · Plan #003
- Total assets
- $393M
- Net assets
- $393M
- Active participants
- 11
- With balances
- 2,569
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $155,181 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $82,340 |
| Rsm Us Llp | Accounting, Contract administrator, Investment management | $27,825 |
| The Lampo Group, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $21,412 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $168 |