Independence Holding Company Retirement Plan
Sponsored by Independence Holding Company · EIN 581407235 · Plan #001
- Total assets
- $36.8M
- Net assets
- $36.8M
- Active participants
- 174
- With balances
- 334
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $50,320 |
| Oneamerica Investment Advisory Svcs | Investment advisory (plan), Direct payment from the plan | $10,560 |
| Matrix Trust Company N.A. | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |