Tao Group Operating, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Tao Group Operating, Llc · EIN 814574674 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 3,013
- With balances
- 765
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $81,470 |
| Usi Advisors Inc | Investment advisory (plan), Investment management fees (direct) | $30,000 |