AUMdb

Affiliated Independent Distributors, Inc. 401(k) Retirement Plan And Trust

Sponsored by Affiliated Independent Distributors, Inc. · EIN 232182931 · Plan #002

Total assets
$36.0M
Net assets
$36.0M
Active participants
193
With balances
235

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $30,034