Insitu, Inc. 401(k) Plan
Sponsored by Insitu, Inc. · EIN 911641766 · Plan #001
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 527
- With balances
- 883
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 |
|---|---|---|
| Schwab Retirement Plan Servi, Inc. | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $96,313 |
| Sellwood Consulting Llc | Investment management, Direct payment from the plan | $74,279 |
| Monterey Private Wealth Inc | Investment advisory (participants), Direct payment from the plan | $11,977 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $683 |