Innovative Scientific Solutions, Inc. 401(k) Plan
Sponsored by Innovative Scientific Solutions, Inc. · EIN 311437643 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 123
- With balances
- 136
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 |
|---|---|---|
| Summit Global Investments, Llc CRD 157091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $69,709 |
| Summit Global Investments Llc | Investment advisory (plan) | $46,769 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $38 |