AUMdb

Rally For Retirement 401(k) Plan

Sponsored by Great Salons Of Knoxville, Inc. · EIN 841616153 · Plan #002

Total assets
$2.3M
Net assets
$2.3M
Active participants
369
With balances
333

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
Visionary Horizons, Llc CRD 150483 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ta Financial Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $19,155
Erisa Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $17,828
Visionary Horizons Llc Investment advisory (plan) $8,268