AUMdb

Tahari Ltd. Employee Savings Plan And Trust

Sponsored by Tahari Llc · EIN 850515032 · Plan #001

Total assets
$15.0M
Net assets
$15.0M
Active participants
78
With balances
213

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alliant Retirement Services Contract administrator, Investment advisory (plan) $40,979
Fidelity Investments Participant loan processing, Recordkeeping fees, Account maintenance fees $6,343
Strategic Advisors, Inc. Investment advisory (plan) $1,401