AUMdb

Ideal Option Pllc 401(k) Plan

Sponsored by Ideal Option Pllc · EIN 455513274 · Plan #001

Total assets
$10.7M
Net assets
$10.4M
Active participants
707
With balances
365

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Rpcp Consulting (pension), Insurance agents and brokers, Insurance services $49,915
Nationwide Recordkeeping, Participant loan processing, Direct payment from the plan $30,348
Cascade Consultants, Llc Contract administrator, Direct payment from the plan $4,930