Innovative Solutions Unlimited 401 K Retirement Plan
Sponsored by Innovative Solutions Unlimited Llc · EIN 061668377 · Plan #001 · Piketon, OH
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 142
- With balances
- 106
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Recordkeeping, Trustee (institutional), Other services | $17,924 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |