Certified Folder Display Service, Inc. 401(k) Profit Sharing Plan
Sponsored by Certified Folder Display Service · EIN 953523645 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 118
- With balances
- 126
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 |
|---|---|---|
| Intelligence Driven Advisers, Llc CRD 299589 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intelligence Driven Advisers Llc | Investment advisory (plan) | $14,800 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $9,604 |