Innovize / Excel 401(k) Savings Plan
Sponsored by Innovize · EIN 410945891 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 368
- With balances
- 335
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $53,215 |
| Creative Planning Llc | Investment advisory (plan), Consulting fees | $45,710 |