Innovate!, Inc. Retirement Trust
Sponsored by Innovate, Inc. · EIN 010700529 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 76
- With balances
- 128
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 |
|---|---|---|
| The Capital Group Investment Advisors Inc CRD 129615 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $60,028 |
| The Capital Group Investment Adviso | Investment advisory (plan), Other fees | $0 |