Infomerge Llc 401(k) Plan
Sponsored by Infomerge Llc · EIN 611697922 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 91
- With balances
- 141
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $43,192 |
| Allen, Gibbs & Houlik, Lc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,724 |