AUMdb

Inception Fertility 401(k) Plan

Sponsored by Inception Fertility Corporate Services, Llc · EIN 843102651 · Plan #001

Total assets
$90.8M
Net assets
$90.8M
Active participants
1,344
With balances
2,112

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $117,832
Nfp Retirement, Inc. Investment advisory (plan) $79,068
Atlantic Pension Services Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $58,644
Lbmc, Pc Accounting $3,000