AUMdb

The Informatics Applications Group 401(k) Profit Sharing Plan

Sponsored by The Informatics Applications Group, Inc. · EIN 352190095 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
273
With balances
306

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Capital Group Inv Advisory Investment advisory (plan) $56,214
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $36,088
Strategic Advisors, Inc. Investment advisory (plan) $7,107