AUMdb

Tension Envelope Corporation 401(k) Plan

Sponsored by Tension Envelope Corporation · EIN 221589367 · Plan #006

Total assets
$70.5M
Net assets
$70.5M
Active participants
626
With balances
715

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $170,264
Creative Planning, Inc. Investment advisory (plan), Other fees $0
Creative Planning, Llc Investment advisory (participants), Consulting fees $0