Team Industries 401(k) Plan
Sponsored by Team Industries Holding Corporation · EIN 411760698 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 951
- With balances
- 1,130
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $129,588 |
| Prime Capital Investment Advisors | Consulting (general), Investment advisory (plan) | $53,839 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,193 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |