Instil Bio Retirement Plan
Sponsored by Instil Bio, Inc. · EIN 832072195 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 14
- With balances
- 178
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 |
|---|---|---|
| Usi Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $24,369 |
| Usi Securities Inc | Investment advisory (plan) | $22,780 |