Tangram Interiors Employees Retirement Plan
Sponsored by New Tangram, Llc · EIN 371428740 · Plan #001
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 379
- With balances
- 525
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $50,949 |
| Creative Planning Llc | Investment advisory (plan) | $40,000 |
| Actuarial Benefits Corp. | Contract administrator | $9,500 |