Tunnell Companies, L.P. 401(k) Profit Sharing Plan
Sponsored by Tunnell Companies, Lp · EIN 510262321 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 232
- With balances
- 352
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 |
|---|---|---|
| Fidelity Investments Inst Operation | Participant loan processing, Recordkeeping fees, Account maintenance fees | $49,375 |
| Adkadios Wealth Advisors | Investment advisory (participants) | $23,332 |
| Jefferson Urian Doane & Sterner, Pa | Accounting | $20,450 |
| Osaic Fa Inc | Investment advisory (plan) | $19,397 |