Tiffany & Bosco, P.A. Profit Sharing 401(k) Plan
Sponsored by Tiffany & Bosco, P.A. · EIN 860412236 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 229
- With balances
- 309
Plan year beginning 04/01/2024 · 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 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $56,608 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $37,526 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $7,290 |
| Nova 401(k) Associates | Contract administrator, Direct payment from the plan, Other services | $500 |