What public Form 5500 filings show about the I3 Group Inc. 401(k) plan — and how to find and check your own account.
I3 Group Inc. (EIN 36-3987876) reports I3 GROUP, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $34.1M in plan assets across 377 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full I3 Group Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your I3 Group Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AUSDAL FINANCIAL PARTNERS, KESTRA ADVISORY SERVICES, PENSION ADVISORY GROUP.
