Innovative Professional Solutions, Inc. 401(k)
Sponsored by Innovative Professional Solutions, Inc. · EIN 593759714 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 108
- With balances
- 107
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 |
|---|---|---|
| Kovack Advisors, Inc. CRD 140808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kovack Advisors Inc | Investment advisory (plan), Direct payment from the plan | $12,112 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $2,879 |