AUMdb

Incyte Diagnostics Retirement Plan

Sponsored by Incyte Pathology, Ps · EIN 910845805 · Plan #001

Total assets
$59.7M
Net assets
$58.7M
Active participants
432
With balances
606

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
Hightower Advisors, Llc CRD 145323 deterministic · 100% 2024
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024
Pathstone Family Office, Llc CRD 151736 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Hightower Advisors, Llc Investment advisory (participants), Investment management, Investment management fees (direct) $44,902
Randall & Hurley, Inc Recordkeeping, Consulting (pension), Employee (plan) $26,481
Cambridge Investment Research Investment advisory (participants), Investment management, Investment management fees (direct) $19,428
Churchill Management Group Investment advisory (participants), Investment management, Investment management fees (direct) $12,651
Charles Schwab Trust Bank Custodial (other), Direct payment from the plan, Shareholder servicing fees $11,688
Pathstone Investment advisory (participants), Investment management, Investment management fees (direct) $11,066