AUMdb

Ivc 401(k) Plan

Sponsored by International Vitamin Corporation · EIN 271354354 · Plan #001

Total assets
$87.4M
Net assets
$87.4M
Active participants
1,048
With balances
1,618

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $192,741
Sageview Advisory Group Llc Investment advisory (plan) $56,441
Windes Inc Other fees $23,000
Sageview Advisory Group, Llc Investment management $20,139
Empower Financial Services, Inc. Shareholder servicing fees $0