AUMdb

Information Providers, Inc. 401(k) Retirement Plan

Sponsored by Information Providers, Inc. · EIN 411828765 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
335
With balances
356

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $58,547
Sageview Advisory Group Investment advisory (plan), Consulting fees $12,833