Inszone Insurance Services Llc 401(k) Plan
Sponsored by Inszone Insurance Services Llc · EIN 260879471 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 718
- With balances
- 437
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors Llc | Investment advisory (participants) | $5,747 |
| Hicks Pension Services | Other services | $4,052 |
| Morningstar | Investment advisory (plan) | $1,448 |