Taghleef Industries, Inc. Savings And Profit Sharing Plan
Sponsored by Taghleef Industries, Inc. · EIN 510295865 · Plan #001
- Total assets
- $72.2M
- Net assets
- $72.2M
- Active participants
- 567
- With balances
- 761
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc. | Investment advisory (plan) | $56,250 |
| Withumsmithbrown Pc | Accounting | $25,116 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$13,375 |