Integrated Specialty Coverages, Llc 401(k) Plan
Sponsored by Integrated Specialty Coverages, Llc · EIN 831871538 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 336
- With balances
- 274
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 Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $39,765 |
| Economic Group Pension Services | Contract administrator | $4,560 |
| Economic Group Pension Services | Contract administrator | $860 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |