Plan profile · 2023
IBASET, INC.
IBASET, INC. SAVINGS PLAN · –
Sponsor contact
Address26812 VISTA TERRACE, LAKE FOREST
State / ZIPCA 92630
Phone9495985200
EIN / Plan #473890327 / 001
Plan health
Assets (EOY)$30M
Participants155
Avg balance$193k
Employer contrib$430k
Distributions$2M
Red flags
Delinquent contribs$445k
Fidelity bond$1M
Bond adequate?yes
AuditorWITHUM, SMITH, BROW, PC
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 592937883 | $13k |
| CONCURRENT INVESTMENT ADVISORS, LLC | 921819393 | $7k |