Insero & Co. Cpas, Llp 401(k) Plan
Sponsored by Insero & Co. Cpas, Llp · EIN 475324570 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 131
- With balances
- 175
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $49,122 |
| Bam Advisor Services | Investment advisory (plan), Direct payment from the plan | $35,599 |
| Jeffrey L. Offhaus Cpa, Llc | Accounting, Direct payment from the plan | $9,875 |
| Newport Group | Custodial (securities), Trustee (institutional), Trustee (directed) | $6,189 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $6,137 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $5,023 |