Tooling Systems Group, Inc. 401(k) Retirement Savings Plan
Sponsored by Tooling Systems Group, Inc. · EIN 263899248 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 468
- With balances
- 454
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $49,633 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $38,352 |
| Strategic Advisors | Investment advisory (plan) | $5,326 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $0 |