Third Way 401(k) Plan
Sponsored by Third Way · EIN 201734070 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 81
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Financial | Investment advisory (plan), Direct payment from the plan | $23,666 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Recordkeeping | $14,501 |