Innovia Medical 401 K Plan
Sponsored by Summit Medical, Llc. · EIN 273648857 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 132
- With balances
- 159
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Company Of Amer | Recordkeeping fees | $46,633 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $7,493 |
| The Angell Pension Group Inc | Contract administrator | $4,465 |
| Empower Advisory Group, Llc | Investment management | $115 |
| Hauser Retirement Solutions Llc | Other fees | -$1,523 |