Tm Pay, Inc. 401(k) Plan
Sponsored by Tm Pay, Inc. · EIN 853949163 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 416
- With balances
- 372
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 |
|---|---|---|
| Modern Wealth Planning Llc CRD 321852 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Ktrade Alliance, Llc | Accounting, Actuarial, Recordkeeping | $44,190 |
| Modern Wealth Holdings | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $33,941 |
| Demars Pension Consulting | Accounting, Recordkeeping | $12,956 |
| Matrix Trust Company | Custodial (securities), Investment advisory (plan), Named fiduciary | $136 |