AUMdb

The Toledo Newspaper Unions Blade Savings Plan And Trust

Sponsored by The Toledo Newspaper Unions Blade Savings Trust · EIN 311571353 · Plan #002

Total assets
$16.7M
Net assets
$16.7M
Active participants
77
With balances
151

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $35,033
Titus & Urbanski Inc Accounting, Direct payment from the plan $28,500
Northwestern Ohio Adminstators Inc Investment management, Direct payment from the plan $15,536
Shumaker, Loop & Kendrick Legal, Direct payment from the plan $8,010
National Financial Services Securities brokerage, Securities brokerage commissions $0