AUMdb

Tpx 401(k) Plan

Sponsored by U.S. Telepacific Corp. · EIN 954593876 · Plan #001

Total assets
$85.9M
Net assets
$85.9M
Active participants
764
With balances
1,217

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $45,000
Miller, Kaplan, Arase Llp Accounting, Investment advisory (plan) $14,500