Total Warehouse, Inc. 401(k) Plan
Sponsored by Total Warehouse, Inc. · EIN 822468672 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 128
- With balances
- 126
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 |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $2,596 |
| Mai Capital Management Llc | Investment advisory (plan) | $737 |