Independent Dialysis Foundation, Inc. Retirement Plan And Trust
Sponsored by Independent Dialysis Foundation, Inc. · EIN 521156719 · Plan #002
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 101
- With balances
- 132
Plan year beginning 10/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $35,023 |
| Clifton Larson Allen Llp | Accounting | $12,600 |
| American Retirement Plan Services | Contract administrator | $7,906 |