Inperium & Family Of Services 401(k) Plan
Sponsored by Inperium, Inc. · EIN 811159891 · Plan #001
- Total assets
- $37.4M
- Net assets
- $37.4M
- Active participants
- 4,115
- With balances
- 3,082
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $248,444 |
| M Holdings, Securities, Inc | Investment advisory (plan), Direct payment from the plan | $61,772 |