AUMdb

Infotrack Us Inc 401 (K) Plan

Sponsored by Infotrack Us Inc · EIN 854343705 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
242
With balances
328

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
Newfront Retirement Services, Inc. CRD 167641 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 $32,855
Newfront Retirement Services Inc Investment advisory (plan) $26,596
Sensiba Llp Accounting $9,250