AUMdb

T & A Supply Company, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by T & A Supply Company, Inc. · EIN 910718794 · Plan #001

Total assets
$34.0M
Net assets
$34.0M
Active participants
299
With balances
390

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
Morgan Stanley Smith Barney Other commissions $0
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$786