AUMdb

Inserv 401(k) Plan

Sponsored by Integrated Service Company Llc · EIN 465212780 · Plan #001

Total assets
$28.6M
Net assets
$28.6M
Active participants
1,917
With balances
268

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
Cetera Advisor Networks Llc Investment advisory (plan) $51,866
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $43,865