AUMdb

Idi Billing Solutions 401(k) Plan

Sponsored by Idi Billing Solutions · EIN 161494521 · Plan #001

Total assets
$42.7M
Net assets
$42.7M
Active participants
134
With balances
163

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
Canandaigua National Bank & Trust Trustee (institutional) $1,500