AUMdb

Idec Corporation Profit Sharing And Shared Savings Plan

Sponsored by Idec Corporation · EIN 942303484 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
93
With balances
130

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 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
World Investment Advisors Llc Investment advisory (plan) $44,132
Cbiz Operations Inc Dba Cbiz Mhm Ll Accounting $17,078
Empower Advisory Group, Llc Investment management $12,946
Empower Annuity Insurance Company O Recordkeeping fees $5,240