AUMdb

Industries For The Blind And Visually Impaired, Inc. Retirement Savings Plan

Sponsored by Industries For The Blind And Visually Impaired, Inc. · EIN 390840476 · Plan #004

Total assets
$7.8M
Net assets
$7.8M
Active participants
236
With balances
183

Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Principal Securities, Inc. CRD 1137 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $50,941
Principal Securities Inc Investment advisory (plan), Other fees $0