AUMdb

Mario Tricoci 401(k) Savings Plan

Sponsored by Mario Tricoci Hair Salon And Day Spas, Llc · EIN 824345506 · Plan #001

Total assets
$54.8M
Net assets
$54.8M
Active participants
990
With balances
599

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
Kavar Capital Partners Group, Llc CRD 311744 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $131,899
Kavar Capital Partners Investment advisory (plan) $47,696