Insulation Distributors, Inc. 401(k) Plan
Sponsored by Insulation Distributors, Inc. · EIN 411358695 · Plan #002
- Total assets
- $23.0M
- Net assets
- $22.9M
- Active participants
- 614
- With balances
- 703
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan), Other fees | $48,196 |
| Empower Annuity Insurance Company | Recordkeeping fees | $45,373 |
| Goldleaf Partners Services | Other fees | $45,188 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $13,816 |
| Empower Advisory Group, Llc | Investment management | $6,758 |