Teamworks Innovations, Inc. 401(k) Plan
Sponsored by Teamworks Innovations, Inc. · EIN 812787532 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 368
- With balances
- 397
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 |
|---|---|---|
| Integrated Wealth Concepts Llc CRD 284656 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrated Wealth Concepts Llc | Investment advisory (plan), Direct payment from the plan | $57,715 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $7,406 |
| Associated Pension Consultants | Contract administrator, Other fees, Direct payment from the plan | $2,160 |