AUMdb

Tlc Property Services 401(k) Plan

Sponsored by Tlc Property Management Dba Tlc Property Services · EIN 205323300 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
176
With balances
123

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
The Central Trust Bank CRD 149262 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,543
Central Trust Company Investment advisory (plan) $5,671