Tauck, Inc. 401(k) Profit Sharing Plan
Sponsored by Tauck, Inc. · EIN 131368720 · Plan #001
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 493
- With balances
- 641
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 |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $65,741 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $101 |