Telrite Holdings 401 K Plan
Sponsored by Telrite Holdings, Inc. · EIN 261535699 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 340
- With balances
- 170
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $69,433 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $24,690 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |