Irwin, Fritchie, Urquhart, Moore And Daniels, L.L.C. Retirement Plan
Sponsored by Irwin, Fritchie, Urquhart, Moore And Daniels, L.L.C. · EIN 721484836 · Plan #001
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 99
- With balances
- 115
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 |
|---|---|---|
| Hancock Whitney Bank | Investment advisory (plan) | $62,259 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$3,556 |