Topel Forman, L.L.C. Employees' Savings Opportunity Plan
Sponsored by Topel Forman, L.L.C. · EIN 362469413 · Plan #002
- Total assets
- $32.8M
- Net assets
- $32.8M
- Active participants
- 177
- With balances
- 208
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 |
|---|---|---|
| Avantax Retirement Plan Services | Recordkeeping, Consulting (general), Investment advisory (participants) | $27,296 |