AUMdb

Toltz King Duvall Anderson And Associates Incorpor 401 K Flexible Savings Plan

Sponsored by Toltz King Duvall Anderson And Associates Incorporated · EIN 410579540 · Plan #001

Total assets
$71.5M
Net assets
$71.5M
Active participants
421
With balances
516

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $88,037
$0