AUMdb

Inserso Corporation 401(k) Plan

Sponsored by Inserso Corporation · EIN 541759337 · Plan #001

Total assets
$24.3M
Net assets
$24.3M
Active participants
337
With balances
421

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $78,223
Empower Annuity Insurance Company O Recordkeeping fees $51,746
Empower Advisory Group, Llc Investment management $15,890