AUMdb

Intermountain Farmers Association Salary Investment Plan And Trust

Sponsored by Intermountain Farmers Association · EIN 870188560 · Plan #002

Total assets
$39.8M
Net assets
$39.8M
Active participants
704
With balances
808

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
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 $19,885
Empower Annuity Insurance Company O Recordkeeping fees $13,901
Pruco Securities Llc Other commissions $0
Lpl Enterprise Llc Other commissions $0