Tonkon Torp Llp Profit Sharing And 401(k) Plan
Sponsored by Tonkon Torp Llp Profit Sharing And 401(k) Plan · EIN 930633194 · Plan #004
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 178
- With balances
- 236
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 |
|---|---|---|
| Ferguson Wellman Capital Management, Inc. CRD 104692 | deterministic · 100% | 2024 |
| Vista Capital Partners, Inc. CRD 114913 | deterministic · 100% | 2024 |
| Auxier Asset Management Llc CRD 107980 | deterministic · 100% | 2024 |
| Cairn Investment Group, Inc. CRD 143601 | deterministic · 100% | 2024 |
| Vision Capital Management Corporation CRD 118363 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Becker Capital Management Inc CRD 110489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping | $80,104 |
| Ferguson Wellman Capital Management | Investment advisory (plan) | $78,610 |
| Vista Capital Partners | Investment advisory (plan) | $76,885 |
| Auxier Asset Management Llc | Investment advisory (plan) | $36,310 |
| Cairn Investment Group Inc | Investment advisory (plan) | $23,573 |
| Vision Capital Management Inc. | Investment advisory (plan) | $22,504 |
| Morgan Stanley Capital Manage | Investment management | $17,500 |
| Envestnet Asset Management Inc | Investment advisory (plan) | $15,635 |
| Becker Capital Management Inc | Investment advisory (plan) | $8,736 |