AUMdb

Togetherwork 401(k) Plan

Sponsored by Togetherwork Operations, Llc · EIN 820616547 · Plan #001

Total assets
$61.3M
Net assets
$61.3M
Active participants
681
With balances
676

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Robinson, Grimes And Company Other fees $24,553
Voya Retirement Advisors, Llc Investment advisory (participants) $16,535
Retirement Benefit Solutions Other fees $8,715
Raymond James Financial Services Other fees $0
Retirement Benefit Solutions Other services $0
Voya Retirement Insurance And Annui Recordkeeping fees $0