AUMdb

Innovacare Services Company, Llc Savings And Profit Sharing Plan

Sponsored by Innovacare Services Company, Llc · EIN 461417639 · Plan #001

Total assets
$62.6M
Net assets
$62.6M
Active participants
878
With balances
925

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $57,971
Empower Annuity Insurance Company O Recordkeeping fees $0