AUMdb

Innovim, Llc 401(k) Plan

Sponsored by Innovim, Llc · EIN 562304619 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
109
With balances
240

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
Alliancebernstein Corporation CRD 107445 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $33,600
Alliancebernstein Lp Investment advisory (plan) $23,072
The Retirement Advantage Inc Other fees $3,496