Isolved 401(k) Plan
Sponsored by Isolved, Inc. · EIN 382976613 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 2,075
- With balances
- 2,430
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 |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $113,801 |
| Newfront Retirement Services Inc | Investment advisory (plan) | $29,533 |