Total Action Against Poverty In Roanoke Valley, Inc. Retirement And 401(k) Savings Plan
Sponsored by Total Action Against Poverty In Roanoke Valley, Inc. · EIN 546057095 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 242
- With balances
- 499
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 |
|---|---|---|
| Wilbanks, Smith & Thomas Asset Management, Llc CRD 106060 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $59,331 |
| Wilbanks Smith & Thomas Asset Manag | Investment advisory (plan) | $13,916 |
| Moses Buyer Holdings Inc Dba Clears | Investment advisory (plan) | $1,093 |