AUMdb

Insight Service Group Inc 401(k) Plan

Sponsored by Insight Service Group Inc · EIN 043280934 · Plan #001

Total assets
$14.9M
Net assets
$14.9M
Active participants
1,239
With balances
1,705

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Stance Capital Llc CRD 284267 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Retirement Advantage Inc Contract administrator $58,610
Lpl Financial Investment advisory (plan) $57,233
Stance Capital Llc Investment advisory (plan) $57,233
Empower Annuity Insurance Company Recordkeeping fees $51,316
Empower Advisory Group, Llc Investment management $3,941