The Tenacre Foundation Pension Plan
Sponsored by Tenacre Foundation · EIN 210577480 · Plan #001
- Total assets
- $60.8M
- Net assets
- $60.8M
- Active participants
- 128
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| American Trust Company | Investment management | $368,674 |
| Towle & Co. | Investment management | $40,362 |
| Wells Fargo | Investment management | $36,306 |
| Withum Smith & Brown, Pc | Accounting | $24,440 |
| Preferred Pension Planning Corp | Actuarial | $24,230 |
| Adp | Claims processing | $7,927 |