Innovative Systems, Llc 401(k) Plan
Sponsored by Innovative Systems, Llc · EIN 411920375 · Plan #001
- Total assets
- $46.5M
- Net assets
- $46.5M
- Active participants
- 202
- With balances
- 196
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (plan), Direct payment from the plan | $49,417 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $40,784 |