Illumifin Corporation 401(k) Plan
Sponsored by Illumifin Corporation · EIN 570935614 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 1,774
- With balances
- 1,963
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $195,577 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $22,588 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $13,800 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $12,116 |
| Kestra Advisory Services | Investment advisory (plan), Direct payment from the plan | $10,748 |
| Towers Watson Investment Services | Investment advisory (plan), Direct payment from the plan | $5,375 |