Idi Logistics 401(k) Savings Plan
Sponsored by Idi Logistics, Llc · EIN 320422688 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 63
- With balances
- 134
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $34,083 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $0 |