Intertec Employees' Profit Sharing And Savings Plan And Trust
Sponsored by Toledo Engineering Co., Inc. · EIN 344375060 · Plan #001
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 142
- With balances
- 194
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $78,172 |
| Fifth Third Bank | Investment advisory (plan) | $30,067 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |