Sponsor portfolio
FIDELIS IM LLC
EIN 45-4678548financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
3
2950 E. BARNETT RD. - MEDFORD, OR 97504541-770-1311fidelisim.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIDELIS IM LLC 401(K) PLAN | 401k | $1.0M | 3 | 2025 |
Retirement plans