Invision Human Services Retirement Plan
Sponsored by Invision Human Services · EIN 272934090 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 393
- With balances
- 467
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Copany | Contract administrator, Participant loan processing, Direct payment from the plan | $105,331 |
| Definiti Llc | Contract administrator, Direct payment from the plan, Other services | $1,875 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |