Tkc Holdings, Inc. Retirement Plan
Sponsored by Tkc Holdings, Inc. · EIN 812608849 · Plan #001
- Total assets
- $282M
- Net assets
- $282M
- Active participants
- 4,897
- With balances
- 2,740
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $353,781 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $42,641 |
| Rubin Brown Llp | Accounting | $18,700 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $43 |