AUMdb

Ideal Innovations, Inc. 401(k) Plan

Sponsored by Ideal Innovations Incorporated · EIN 383391089 · Plan #001

Total assets
$26.1M
Net assets
$26.1M
Active participants
181
With balances
207

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $34,419
Kestra Investment Services Llc Investment advisory (plan) $18,000
Sc&H Attest Services, P.C. Accounting $16,000