AUMdb

Innovative Employee Solutions, Inc. 401(k) Plan

Sponsored by Innovative Employee Solutions, Inc. · EIN 840841199 · Plan #001

Total assets
$18.4M
Net assets
$18.4M
Active participants
1,988
With balances
483

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Llc Investment advisory (plan) $33,792
Empower Annuity Insurance Company O Recordkeeping fees $31,344
Empower Financial Services, Inc. Shareholder servicing fees $0