Imd Fluid System Technologies, Inc. 401(k) Plan
Sponsored by Imd Fluid System Technologies, Inc. · EIN 852762538 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 91
- With balances
- 119
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 |
|---|---|---|
| O'donnell Financial Services, Llc CRD 172520 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| O'donnell Financial Services | Investment advisory (participants) | $41,965 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $2,252 |