AUMdb

Intersign Corporation Profit Sharing Plan

Sponsored by Intersign Corporation · EIN 621327520 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
195
With balances
217

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
Evergreen Advisors, Llc CRD 149861 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Evergreen Advisors, Llc Investment advisory (plan) $42,181
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $3,388