Inceptra 401(k) Plan
Sponsored by Inceptra Llc · EIN 273513419 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 0
- With balances
- 56
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Contract administrator | $25,528 |
| Pnc Institutional Asset Management | Investment advisory (plan), Investment advisory (participants) | $19,679 |
| Nfp | Investment advisory (plan), Investment advisory (participants) | $7,794 |