AUMdb

The Tatitlek Corporation 401(k) Plan

Sponsored by The Tatitlek Corporation · EIN 920047496 · Plan #001

Total assets
$38.9M
Net assets
$38.9M
Active participants
1,626
With balances
1,927

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
Nwps Recordkeeping, Consulting (general), Direct payment from the plan $128,958
Ubs Financial Services, Inc Recordkeeping, Custodial (other), Sub-transfer agency fees $41,755
Charles Schwab Trust Company Custodial (securities), Investment management fees (direct) $4,596
Gallagher Benefit Services, Inc. Recordkeeping, Custodial (other), Sub-transfer agency fees $0