AUMdb

Interdigital Savings And Protection Plan

Sponsored by Interdigital, Inc. · EIN 824936666 · Plan #001

Total assets
$138M
Net assets
$138M
Active participants
216
With balances
439

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities, Llc Consulting (general), Investment advisory (plan) $119,961
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $30,071
Charles Schwab & Co., Inc. Consulting (general), Insurance brokerage commissions $150
National Financial Services Securities brokerage, Securities brokerage commissions $0