Ideal Industries, Inc. 401(k) Plan
Sponsored by Ideal Industries, Inc. · EIN 362048768 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 483
- With balances
- 730
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $40,534 |
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $35,000 |
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $31,068 |