AUMdb

Infovision, Inc 401 K Plan

Sponsored by Infovision, Inc · EIN 752614700 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
291
With balances
177

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward Jones Recordkeeping, Trustee (institutional), Other services $39,515
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,394
Charles Schwab Investment Mgmt Inc. Securities brokerage $62
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0