Intervision Systems, Llc. 401(k) Profit Sharing Plan
Sponsored by Intervision Systems, Llc · EIN 812370820 · Plan #001
- Total assets
- $70.7M
- Net assets
- $70.7M
- Active participants
- 379
- With balances
- 508
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $238,600 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $24,150 |
| Cetera Investment Advisers Llc | Investment advisory (plan), Other fees | $0 |
| Benefit Plans Plus Llc | Other services, Other fees | $0 |