Intellectual Ventures Management 401(k) Plan
Sponsored by Intellectual Ventures Management, Llc · EIN 912090408 · Plan #002
- Total assets
- $98.7M
- Net assets
- $98.7M
- Active participants
- 125
- With balances
- 415
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (plan) | $35,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,756 |