The Innovation Institute, Llc 401(k) Profit Sharing Plan
Sponsored by The Innovation Institute, Llc · EIN 900745066 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 126
- With balances
- 371
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $9,992 |
| Morningstar | Investment advisory (plan) | $0 |
| Benetech, Inc. | Other services | $0 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |
| Morgan Stanley Smith Barney Llc | Insurance agents and brokers | $0 |