AUMdb

Ingenio, Llc 401(k) Plan

Sponsored by Ingenio, Llc · EIN 462272131 · Plan #001

Total assets
$16.6M
Net assets
$16.6M
Active participants
98
With balances
149

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $28,270
Newfront Retirement Services Insurance agents and brokers $5,000