AUMdb

Indie Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Indie Llc · EIN 384052684 · Plan #001

Total assets
$24.5M
Net assets
$24.5M
Active participants
193
With balances
223

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $66,602
Paychex, Inc. Contract administrator, Recordkeeping $20,803