AUMdb

Iti Intermodal 401(k) Retirement Plan

Sponsored by Iti Intermodal, Inc. · EIN 363206648 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
362
With balances
338

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
Nadler Financial Group, Inc. CRD 122617 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nadler Financial Group Investment advisory (plan) $25,473
Fidelity Investments Ins. Oper. Co Participant loan processing, Recordkeeping fees, Account maintenance fees $25,324