Invisors, Llc 401(k) Profit Sharing Plan
Sponsored by Invisors, Llc · EIN 371802954 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 256
- With balances
- 298
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 |
|---|---|---|
| Cah Advisors, Llc CRD 316355 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cah Advisors, Llc | Investment advisory (participants) | $35,475 |
| John Hancock Usa | Recordkeeping, Participant loan processing, Float revenue | $33,409 |