AUMdb

Tek Experts (Colorado) 401(k) Plan

Sponsored by Tek Experts (Colorado), Inc. · EIN 611775635 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
426
With balances
174

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Llc Investment advisory (plan) $11,455
Capital Group Retirement Plan Srvc Recordkeeping fees $6,580
Ascensus Dba Futureplan Admin Contract administrator $5,950