Irg Realty Advisors 401(k) Plan
Sponsored by Irg Realty Advisors, Llc · EIN 463666395 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 265
- With balances
- 404
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Service | Investment advisory (plan), Recordkeeping fees, Direct payment from the plan | $38,354 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $33,657 |