AUMdb

Innovage 401(k) Plan

Sponsored by Total Longterm Care Solutions, Llc · EIN 371547964 · Plan #001

Total assets
$88.5M
Net assets
$88.5M
Active participants
2,483
With balances
2,814

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 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 $171,200
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Direct payment from the plan $66,332