Tvs 401(k) Retirement Plan
Sponsored by Thompson, Ventulett, Stainback & Associates, Inc. · EIN 581274188 · Plan #002
- Total assets
- $21.2M
- Net assets
- $21.1M
- Active participants
- 135
- With balances
- 211
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $40,621 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,127 |