Inn Ventures Ivi Lp 401 K Profit Sharing Plan And Trust
Sponsored by Inn Ventures Ivi, Lp · EIN 822983870 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 2,001
- With balances
- 506
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $125,891 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $26,725 |
| Sd Mayer | Accounting, Direct payment from the plan | $16,000 |