AUMdb

Technical Safety Services, Llc 401(k) Plan

Sponsored by Technical Safety Services, Llc · EIN 680121933 · Plan #001

Total assets
$44.1M
Net assets
$44.1M
Active participants
714
With balances
821

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $48,760
Creative Planning Llc Investment advisory (plan) $47,246
Strategic Advisors, Inc. Investment advisory (plan) $11,267