Tiger Valuation Services, Llc 401(k) Plan
Sponsored by Tiger Valuation Services, Llc · EIN 203470234 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 121
- With balances
- 133
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pensionmark Financial Group Llc | Investment advisory (plan) | $30,000 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,650 |
| World Investment Advisors | Investment advisory (plan) | $3,121 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $0 |