Ideal Industries, Inc. Retirement Plan
Sponsored by Ideal Industries, Inc. · EIN 362048768 · Plan #002
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 449
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Plan administrator, Recordkeeping | $616,353 |
| Capfinancial Partners, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $61,250 |
| U.S. Bank National Association | Trustee (institutional), Direct payment from the plan, Investment management fees (indirect) | $23,976 |