AUMdb

Multi Dimensional Integration 401(k) Profit Sharing Plan & Trust

Sponsored by Multi Dimensional Integration · EIN 371508850 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
222
With balances
208

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
Lombard Advisers Incorporated CRD 108231 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Lombard Advisers Inc. Investment advisory (participants) $11,526