Tarditi, Inc. 401(k) Profit Sharing Plan
Sponsored by Tarditi, Inc. · EIN 831247148 · Plan #003
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 96
- With balances
- 138
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 |
|---|---|---|
| Findec Wealth Services, Inc. CRD 311949 | deterministic · 100% | 2024 |
| Bfc Planning, Inc. CRD 119682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Findec Benefit Services, Inc. | Participant loan processing, Participant communication, Recordkeeping fees | $19,304 |
| Bfc Planning Inc | Investment advisory (plan) | $11,363 |
| Schwartz Giannini Lantsberger | Accounting | $9,000 |
| Findec Wealth Services, Inc. | Investment management, Investment management fees (direct) | $6,412 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab & Co | Securities brokerage, Securities brokerage commissions | $0 |