AUMdb

Inspiritec, Inc. 401 K Retirement Plan

Sponsored by Inspiritec, Inc. · EIN 233032718 · Plan #002

Total assets
$13.0M
Net assets
$13.0M
Active participants
1,130
With balances
1,927

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
Cbiz Investment Advisory Services, Llc CRD 286002 fuzzy_auto · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $104,348
Cbiz Investment Advisory Services L Investment advisory (plan) $56,989
Empower Advisory Group, Llc Investment management $5,452