Insource Services 401(k) Profit Sharing Plan
Sponsored by Insource Services, Inc. · EIN 043178331 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 155
- With balances
- 176
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 |
|---|---|---|
| Cibc Private Wealth Advisors, Inc. CRD 109644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,333 |
| Cibc Private Wealth Advisors Inc | Investment advisory (plan) | $15,338 |