AUMdb

Intelligent Decision Systems, Inc. 401(k) Plan

Sponsored by Intelligent Decision Systems, In · EIN 742546027 · Plan #001

Total assets
$14.5M
Net assets
$14.5M
Active participants
33
With balances
81

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $19,217
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees $0
Adp Broker Dealer Other services, Other fees $0