Challenger Companies, Inc. 401 K Plan
Sponsored by Challenger Companies, Inc. · EIN 841433181 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 166
- With balances
- 165
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 |
|---|---|---|
| Tumwater Wealth Management, Llc CRD 300443 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tumwater Wealth Management, Llc | Investment advisory (plan) | $40,853 |
| Empower Annuity Insurance Of Amer | Recordkeeping fees | $23,068 |
| Pinnacle Pension Services | Contract administrator | $1,015 |