AUMdb

Tory Burch, Llc 401(k) Plan

Sponsored by Tory Burch, Llc · EIN 562384277 · Plan #001

Total assets
$118M
Net assets
$118M
Active participants
4,315
With balances
1,841

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $143,846
Kestra Investment Services Llc Investment advisory (plan) $55,000