AUMdb

Illuminations Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Illuminations Inc · EIN 232519749 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
131
With balances
126

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameriprise Financial Services Investment advisory (participants) $65,608
Paychex, Inc. Recordkeeping $18,388