Idt Corporation 401(k) Plan
Sponsored by Idt Corporation · EIN 223312700 · Plan #001
- Total assets
- $182M
- Net assets
- $182M
- Active participants
- 646
- With balances
- 1,685
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $442,022 |
| State Street Bank And Trust Co. | Trustee (directed), Direct payment from the plan | $25,750 |
| Zwick Cpa, Pllc | Accounting, Direct payment from the plan | $18,050 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $7,838 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $1,786 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Oberon Securities, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $0 |