Tabitha Employee 401(k) Plan
Sponsored by Tabitha, Inc. · EIN 470377998 · Plan #001
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 729
- With balances
- 1,145
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Bank & Trust Company | Claims processing, Recordkeeping, Trustee (institutional) | $141,540 |
| D.A. Davidson & Co. | Investment advisory (plan), Investment management fees (direct) | $36,000 |
| Matrix Clearence And Settlement | Securities brokerage, Sub-transfer agency fees | $0 |