Terracycle Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Terracycle, Inc. · EIN 134261131 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 168
- With balances
- 187
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 |
|---|---|---|
| Key Client Fiduciary Advisors, Llc CRD 298240 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,999 |
| Key Client Fiduciary Advisors Llc | Investment advisory (plan) | $14,284 |
| Empower Advisory Group, Llc | Investment management | $10,889 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |