AUMdb

Information Systems Of Florida, Inc. Retirement Savings & Profit Sharing Plan & Trust

Sponsored by Information Systems Of Florida, Inc. · EIN 591961607 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
151
With balances
173

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisors Llc Investment advisory (plan) $22,160
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $219