Tampa Bay Workforce Alliance, Inc. 401 K Plan
Sponsored by Tampa Bay Workforce Alliance, In · EIN 593655316 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 158
- With balances
- 190
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 |
|---|---|---|
| Power Financial Partners, Llc CRD 324253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $17,262 |
| Power Financial Partners | Investment advisory (plan) | $10,044 |