AUMdb

Tfc Employee's Savings Incentive Plan

Sponsored by Tuohy Furniture Corporation · EIN 410882030 · Plan #002

Total assets
$15.8M
Net assets
$15.8M
Active participants
127
With balances
133

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Wnb Financial Custodial (securities) $63,808
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $3,358
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0