AUMdb

Tfe, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Tfe, Inc. · EIN 592928338 · Plan #005

Total assets
$11.2M
Net assets
$11.2M
Active participants
141
With balances
187

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
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
First Citizens Bank And Trust Co Investment advisory (plan) $30,000
Elliott Davis, Llc Accounting $13,200
Futureplan By Ascensus Contract administrator $9,601
Empower Annuity Insurance Company Recordkeeping fees $2,509
Empower Advisor Group Investment management $1,538