Terryberry Company 401(k) Plan
Sponsored by Terryberry Company, Llc · EIN 381291910 · Plan #003
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 196
- With balances
- 270
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Old National Wealth Management | Investment advisory (plan) | $33,355 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $32,451 |