Tall Brown Dog Retirement Plan
Sponsored by Tall Brown Dog, Llc · EIN 383576985 · Plan #002
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 126
- With balances
- 160
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 |
|---|---|---|
| Calder Investment Advisors CRD 143973 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,263 |
| Calder Investment Advisors | Investment advisory (plan) | $5,057 |