AUMdb

Tiber Creek Consulting, Inc 401(k) Plan

Sponsored by Tiber Creek Consulting, Inc · EIN 541759962 · Plan #001

Total assets
$36.4M
Net assets
$36.4M
Active participants
237
With balances
259

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Saggar & Rosenberg, P.C. Accounting $15,000
The Capital Group Inv Advisory Investment advisory (plan) $10,000
Strategic Advisors, Inc. Investment advisory (plan) $9,109
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$9,656