Tbhc Delivers, Llc Retirement Plan
Sponsored by Tbhc Delivers, Llc · EIN 621764458 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 246
- With balances
- 438
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $57,049 |
| Janney Montgomery Scott Llc | Investment advisory (plan) | $23,816 |