Invoca, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Invoca, Inc. · EIN 264390865 · Plan #001
- Total assets
- $47.5M
- Net assets
- $47.5M
- Active participants
- 332
- With balances
- 454
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $79,491 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $75,130 |