AUMdb

Intuvie Holdings Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Intuvie Holdings Llc · EIN 811400583 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
112
With balances
134

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cetera Investment Advisers Llc Investment advisory (participants) $16,000
Paychex, Inc. Recordkeeping $8,644