Instrument Development Corp. 401(k) Profit Sharing Plan
Sponsored by Instrument Development Co., Llc · EIN 391585181 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 320
- With balances
- 335
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $73,781 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Other fees | $0 |