Invivoscribe, Inc. 401(k) Profit Sharing Plan
Sponsored by Invivoscribe, Inc. · EIN 263569157 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 215
- With balances
- 283
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $37,675 |
| Morgan Stanley | Investment advisory (plan) | $37,033 |
| Empower Advisory Group, Llc | Investment management | $15,304 |
| Jgd & Associates Llp | Other fees | $11,750 |