AUMdb

Tebra 401(k) Plan

Sponsored by Tebra Technologies, Inc. · EIN 200739220 · Plan #002

Total assets
$32.7M
Net assets
$32.7M
Active participants
496
With balances
772

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $59,068
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $25,000