AUMdb

Thea Enterprises Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Thea Enterprises Llc · EIN 223412646 · Plan #003

Total assets
$13.3M
Net assets
$13.3M
Active participants
134
With balances
214

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
Ubs Retirement Plan Consulting Investment advisory (participants) $25,655
Paychex, Inc. Recordkeeping $24,816