Inveris Training Solutions, Inc. 401(k) Plan
Sponsored by Inveris Training Solutions, Inc. · EIN 582272995 · Plan #001
- Total assets
- $49.7M
- Net assets
- $49.7M
- Active participants
- 219
- With balances
- 264
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $96,364 |
| Mma Securities, Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |