Tennsmith Holdings Inc. Employee Savings & Profit Sharing Plan
Sponsored by Tennsmith Holdings Inc. · EIN 863624328 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 116
- With balances
- 123
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 |
|---|---|---|
| Taylor Securities Services, Inc. CRD 304070 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Taylor Securities, Inc. | Investment advisory (participants) | $7,417 |
| Proaccount | Investment advisory (participants) | $1,126 |
| Nationwide | Investment advisory (participants) | $643 |
| Qualified Retirement Solutions | Investment advisory (participants) | $550 |