Itsavvy 401(k) Plan
Sponsored by Itsavvy Llc · EIN 550865845 · Plan #001
- Total assets
- $952K
- Net assets
- $952K
- Active participants
- 24
- With balances
- 57
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates Inc. | Investment advisory (participants), Other services, Investment management fees (direct) | $36,132 |
| Hessel & Associates, Llc | Other services, Direct payment from the plan | $0 |