Contec, Llc 401(k) Profit Sharing Plan
Sponsored by Contec, Llc · EIN 201749576 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 109
- With balances
- 143
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovest Portfolio Solutions, Llc | Investment advisory (plan) | $15,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $11,075 |