AUMdb

T.L. Cannon 401(k) Plan

Sponsored by T.L. Cannon Corporation · EIN 593005084 · Plan #001

Total assets
$19.4M
Net assets
$19.4M
Active participants
3,632
With balances
411

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,644
Osaic Wealth Inc Other commissions $0