Tonneson & Company, Pc. 401(k) Profit Sharing Retirement Plan
Sponsored by Tonneson & Company, Pc · EIN 042943536 · Plan #001
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 95
- With balances
- 124
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,564 |
| Sentinel Securities Inc | Investment advisory (plan) | $8,431 |
| Triad Advisors Llc | Other commissions | $0 |