Integration Innovation, Inc. 401(k) And Profit Sharing Plan
Sponsored by Integration Innovation, Inc. D/B/A I3 · EIN 261553193 · Plan #001
- Total assets
- $98.3M
- Net assets
- $98.3M
- Active participants
- 787
- With balances
- 1,114
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 |
|---|---|---|
| Navigate 401 K, Llc CRD 309466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Navigate 401 K Llc | Investment advisory (plan) | $87,004 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $80,545 |