Savers 401(k) Plan
Sponsored by Tvi, Inc. · EIN 911255756 · Plan #001
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 12,141
- With balances
- 3,976
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 |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | 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 | $366,986 |
| Highland Capital Advisors | Investment advisory (plan) | $56,006 |
| Clark Nuber | Accounting | $26,000 |
| Wealth Management Systems Inc | Other services | $0 |