Tp Icap 401(k) Plan
Sponsored by Tp Icap Americas Holdings Inc. · EIN 510631562 · Plan #002
- Total assets
- $599M
- Net assets
- $599M
- Active participants
- 1,323
- With balances
- 1,995
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 |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $154,773 |
| Newport Capital Group, Llc | Investment management, Direct payment from the plan | $67,500 |
| Mazars Usa, Llp | Accounting, Direct payment from the plan | $30,450 |
| Zacks Investment Management In | Investment advisory (participants), Direct payment from the plan | $5,842 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $5,547 |