Inventprise, Inc. 401(k) Plan
Sponsored by Inventprise, Inc. · EIN 454927373 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 165
- With balances
- 227
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $23,271 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $431 |