Intapp 401(k) Plan
Sponsored by Integration Appliance, Inc. Dba Intapp · EIN 770566254 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 865
- With balances
- 1,050
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Vita Planning Group Llc CRD 312323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $57,065 |
| Vita Planning Group Llc | Investment advisory (plan) | $54,914 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |