AUMdb

Invista Pension Plan For Certain Grandfathered Employees

Sponsored by Inv Management Services, Llc · EIN 851507460 · Plan #001

Total assets
$363M
Net assets
$363M
Active participants
11
With balances
0

Plan year beginning 01/01/2024

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
Alight Solutions, Llc Recordkeeping $112,425
Bank Of New York Mellon Custodial (other), Trustee (institutional) $38,539
Cbiz Cpas P.C. Accounting $35,721
Willis Towers Watson Us, Llc Actuarial $27,325