Toptal Retirement Savings Plan
Sponsored by Toptal · EIN 273834760 · Plan #001
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 182
- With balances
- 304
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $42,213 |
| Commonwealth Equity | Investment advisory (plan) | $39,073 |
| Spectrum Employee Benefits | Recordkeeping | $6,750 |