AUMdb

Idaho Pacific Holdings Retirement Savings Plan

Sponsored by Idaho Pacific Holdings, Inc · EIN 431806118 · Plan #002

Total assets
$13.1M
Net assets
$13.1M
Active participants
372
With balances
465

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $56,351
Creative Planning Llc Investment advisory (plan) $42,601
Empower Advisory Group, Llc Investment management $1,374