Toastmasters International, Inc. 401(k) Profit Sharing Plan
Sponsored by Toastmasters International, Inc. · EIN 951300076 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 123
- With balances
- 195
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, | Investment advisory (plan) | $31,663 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $21,668 |
| Crossplans | Contract administrator | $11,948 |
| Empower Advisory Group, Llc | Investment management | $4,027 |