Innovive Health 401(k) Plan
Sponsored by Innovive Health Of Massachusetts, Llc · EIN 113731600 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 705
- With balances
- 351
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 |
|---|---|---|
| Smith Brothers Financial, Llc CRD 322951 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $25,937 |
| Smith Brothers Financial | Investment advisory (plan) | $25,731 |
| Pension Consultants Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $15,471 |