Solifi Tax Deferred Savings Plan
Sponsored by International Decision Systems Dba Solifi · EIN 043201416 · Plan #004
- Total assets
- $48.7M
- Net assets
- $48.7M
- Active participants
- 145
- With balances
- 228
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $42,055 |
| Valmark Advisers Inc | Investment advisory (plan) | $26,000 |