Idm Companies, Llc 401(k) Profit Sharing Plan Trust
Sponsored by Idm Companies, Llc · EIN 883973496 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 248
- With balances
- 175
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $42,921 |
| Independent Retirement Consulting | Contract administrator, Consulting (general), Participant loan processing | $9,950 |
| Ameriprise Financial Services | Other commissions, Recordkeeping, Investment advisory (plan) | $0 |