T & M Associates Retirement And Savings Incentive Plan
Sponsored by T & M Associates · EIN 221806708 · Plan #002
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 378
- With balances
- 510
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Other fees | $48,823 |
| Empower Annuity Insurance Company | Recordkeeping fees | $23,401 |
| Empower Advisory Group, Llc | Investment management | $8,399 |