AUMdb

Tevora Business Solutions, Inc. 401(k) Ps &T

Sponsored by Tevora Business Solutions, Inc · EIN 912185654 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
162
With balances
126

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Investment advisory (plan), Direct payment from the plan $21,706
Ascensus Llc Participant loan processing, Other fees, Recordkeeping fees $7,859