Tafapolsky & Smith Llp 401(k) Profit Sharing Plan & Trust
Sponsored by Tafapolsky & Smith Llp · EIN 943359861 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 81
- With balances
- 120
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 |
|---|---|---|
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,241 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $6,053 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $155 |