AUMdb

Ta Chen International, Inc. 401(k) Plan

Sponsored by Ta Chen International, Inc. · EIN 954230028 · Plan #001

Total assets
$29.1M
Net assets
$29.1M
Active participants
644
With balances
519

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $62,694
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $6,625