Integrated Data Services Employees' 401(k) Plan
Sponsored by Integrated Data Services, Llc · EIN 954650858 · Plan #001
- Total assets
- $39.2M
- Net assets
- $39.2M
- Active participants
- 283
- With balances
- 343
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $41,495 |
| Ubs Financial Services Inc | Investment advisory (plan) | $13,783 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,605 |