Infoworks 401(k) Plan
Sponsored by Infoworks, Inc. · EIN 621669899 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 89
- With balances
- 126
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 |
|---|---|---|
| Woodmont Investment Counsel, Llc CRD 109779 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Woodmont Inv. Counsel Llc | Investment advisory (plan), Direct payment from the plan | $32,487 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $13,909 |