Iv Media Llc 401(k) Retirement Plan
Sponsored by Iv Media Llc · EIN 932638679 · Plan #001
- Total assets
- $44.6M
- Net assets
- $44.6M
- Active participants
- 460
- With balances
- 955
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $71,938 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $68,788 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $38,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $117 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |