Tm Holdings, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Tm Holdings, Inc. · EIN 760763945 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 331
- With balances
- 411
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $83,171 |
| Commonwealth Financial Network | Investment advisory (plan) | $60,932 |