Tactical Engineering & Analysis, Inc. 401(k) Plan
Sponsored by Tactical Engineering & Analysis, Inc. · EIN 330830317 · Plan #002
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 206
- With balances
- 296
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 |
|---|---|---|
| Integrated Wealth Concepts Llc CRD 284656 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilsey Asset Management | Investment advisory (plan) | $18,563 |
| Integrated Wealth Concepts Llc | Investment advisory (plan) | $13,720 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,665 |
| Meihaus, Cpa Pc | Accounting | $12,000 |