Torti Gallas And Partners, Inc. 401(k) Profit Sharing Plan
Sponsored by Torti Gallas And Partners, Inc. · EIN 520847751 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 100
- With balances
- 176
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $112,120 |
| Private Advisors Group, Llc | Investment advisory (plan) | $44,630 |
| Aprio, Llp | Direct payment from the plan | $27,377 |
| Coastal Pension Services, Inc. | Accounting, Contract administrator | $9,675 |
| Aronson Llc | Accounting | $1,948 |
| Empower Advisory Group, Llc | Investment management | $1,704 |
| Blue Ridge Esop Associates | Other fees | $1,580 |