AUMdb

The Tile Shop 401(k) Retirement Plan

Sponsored by The Tile Shop, Llc · EIN 470901485 · Plan #001

Total assets
$55.4M
Net assets
$55.4M
Active participants
1,242
With balances
1,599

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $119,584
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Direct payment from the plan $36,234
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0