AUMdb

Inside Real Estate 401(k) Plan

Sponsored by Insidere, Llc · EIN 814019017 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Investment Management Consultants CRD 122718 deterministic · 100% 2024
Martin Financial Solutions, Llc CRD 155806 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
July Business Services Llc Recordkeeping $120
Investment Management Consultants Consulting (pension), Investment advisory (participants), Investment advisory (plan) $0
Matrix Financial Solutions, Inc. Custodial (other), Investment management, Direct payment from the plan $0