AUMdb

Tunnell Consulting, Inc. 401(k) Plan

Sponsored by Tci Holding Company, Inc. · EIN 231670447 · Plan #003

Total assets
$10.1M
Net assets
$10.1M
Active participants
170
With balances
151

Plan year beginning 01/01/2021 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Ivc Wealth Advisors Llc CRD 301127 deterministic · 100% 2021

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $53,390
Ivc Wealth Advisors, Llc Investment advisory (plan), Other fees $0