First Fertility 401(k) Plan
Sponsored by Ivs Intermediate, Llc · EIN 851105470 · Plan #001
- Total assets
- $55.3M
- Net assets
- $55.3M
- Active participants
- 731
- With balances
- 585
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
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 | $54,850 |
| Usi Advisors Inc | Investment advisory (plan) | $36,000 |
| Creative Planning Llc | Investment advisory (plan) | $1,000 |