AUMdb

Infocision, Inc. 401(k) Plan

Sponsored by Infocision, Inc. · EIN 341367630 · Plan #001

Total assets
$36.2M
Net assets
$36.2M
Active participants
712
With balances
410

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
Empower Advisory Group, Llc CRD 112058 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 $91,544
Capfinancial Partners Llc Dba Captr Other fees $42,881
Raymond James Investment advisory (plan) $28,319
Empower Advisory Group, Llc Investment management $13,247