Tioga Retirement Savings Plan
Sponsored by Tioga Pipe ,Inc. · EIN 231474903 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.4M
- Active participants
- 116
- With balances
- 180
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management | Investment advisory (plan), Direct payment from the plan | $57,879 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $22,406 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $12,000 |