Taft Electric Company, Inc. 401(k) Profit Sharing Plan
Sponsored by Taft Electric Company, Inc. · EIN 770007216 · Plan #004
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 158
- With balances
- 157
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 |
|---|---|---|
| Vance Wealth, Llc CRD 310162 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,918 |
| Vance Wealth Inc | Investment advisory (plan) | $27,612 |