Interapt Retirement Plan
Sponsored by Interapt, Llc · EIN 263323656 · Plan #001
- Total assets
- $705K
- Net assets
- $705K
- Active participants
- 129
- With balances
- 202
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 |
|---|---|---|
| Private Client Services, Llc CRD 120222 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Serv | Recordkeeping fees | $14,910 |
| Private Client Services, Llc | Investment advisory (plan) | $3,424 |
| Retirement Management Services, Llc | Contract administrator | $3,384 |