AUMdb

Innosource, Inc. 401(k) Plan

Sponsored by Innosource, Inc. · EIN 311655942 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
541
With balances
247

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
Retirement Plans, Inc. CRD 286214 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Proaccount Investment advisory (participants) $5,736
Retirement Plans, Inc. Consulting (pension), Investment management, Direct payment from the plan $5,657
Nationwide Recordkeeping, Direct payment from the plan, Investment management fees (direct) $1,214
Retirement Plans, Inc. Recordkeeping, Consulting (pension), Participant loan processing $698