401(k) Savings Plan Of The Ideal Group Of Companies
Sponsored by The Ideal Group, Inc. · EIN 383517635 · Plan #001
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 363
- With balances
- 304
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors Llc | Investment advisory (plan) | $67,696 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $48,926 |