W.N. Tuscano Agency, Inc. 401(k) Savings Plan
Sponsored by W. N. Tuscano Agency, Inc. · EIN 232043946 · Plan #002
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 127
- With balances
- 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $22,000 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $1,737 |