Humanim Profit Sharing Plan
Sponsored by Humanim · EIN 520962588 · Plan #002
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 48
- With balances
- 112
Plan year beginning 07/01/2024 · Default investment account (QDIA), Profit-sharing, ERISA 404(c) participant-directed
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $10,137 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $6,507 |