AUMdb

Taco Aloha, Inc. 401(k) Plan

Sponsored by Taco Aloha, Inc. · EIN 990171500 · Plan #002

Total assets
$14.4M
Net assets
$14.4M
Active participants
804
With balances
406

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $26,526
Leafhouse Financial Advisors Llc Consulting (general), Insurance services, Investment advisory (plan) $7,722