Tmf Health Quality Institute 401(k) Retirement Savings Plan
Sponsored by Tmf Health Quality Institute · EIN 521002260 · Plan #002
- Total assets
- $79.2M
- Net assets
- $79.2M
- Active participants
- 712
- With balances
- 849
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 |
|---|---|---|
| Swbc Investment Advisory Services Llc CRD 156155 | fuzzy_auto · 99% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Swbc Investment Advisory Service | Investment advisory (plan) | $52,717 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,979 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$29,456 |