Tanner Llc Retirement Plan
Sponsored by Tanner Llc · EIN 202253063 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 234
- With balances
- 342
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $87,697 |
| National Benefit Services Llc | Contract administrator, Direct payment from the plan, Other services | $7,073 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |