AUMdb

Tsp Institute, Inc. 401(k) Plan

Sponsored by Tsp Institute, Inc. · EIN 850487541 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
175
With balances
227

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
Freegulliver, L.L.C. CRD 117040 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 Recordkeeping fees $28,085
Wegmann Dazet & Co Accounting $18,880
Freegulliver Investment advisory (plan) $14,409
Fiduciary Consulting Group Inc Plan administrator, Named fiduciary $7,937
Empower Advisory Group, Llc Investment management $1,840