AUMdb

Teamvantage 401 K Retirement Plan.

Sponsored by Teamvantage Buyer, Llc · EIN 853464786 · Plan #002

Total assets
$31.0M
Net assets
$31.0M
Active participants
525
With balances
532

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Capital Markets Llc Investment advisory (plan), Direct payment from the plan $61,286
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $49,726