Teall Capital Partners Llc 401(k) Profit Sharing Plan
Sponsored by Teall Capital Partners Llc · EIN 830591973 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 296
- With balances
- 390
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,518 |
| Administrative Fiduciary Services | Named fiduciary, Direct payment from the plan | $18,990 |
| Raymond James And Associates Inc | Investment advisory (plan), Direct payment from the plan | $14,943 |
| Nova 401 K Associates Lp | Recordkeeping, Participant loan processing, Recordkeeping fees | $14,646 |
| Nfp Retirement Inc | Investment advisory (plan), Direct payment from the plan | $12,279 |
| Anderson Smith & Wike Pllc | Accounting, Direct payment from the plan | $6,000 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $2,291 |