AUMdb

Innovative Services Retirement Plan

Sponsored by Innovative Services, Inc. (Isi) · EIN 391969834 · Plan #001

Total assets
$2.4M
Net assets
$2.4M
Active participants
321
With balances
408

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Trustee (discretionary) $34,737