AUMdb

Insigneo Securities, Llc 401(k) Plan

Sponsored by Insigneo Securities, Llc · EIN 650886254 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
138
With balances
140

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Alerus Financial, Na. Recordkeeping, Participant loan processing, Direct payment from the plan $34,949