Ideo Profit Sharing 401(k) Plan And Trust
Sponsored by Ideo, Lp · EIN 263362395 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Participant loan processing | $109,231 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $41,326 |
| Global Retirement Partners Llc | Investment advisory (plan) | $28,500 |
| Mayflower Financial Advisors Llc | Investment advisory (plan) | $24,000 |