AUMdb

Talkiatry Management Services 401(k) Plan

Sponsored by Talkiatry Management Services · EIN 843129198 · Plan #001

Total assets
$33.6M
Net assets
$33.6M
Active participants
784
With balances
702

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Cary St Partners Investment Advisor Recordkeeping, Trustee (institutional), Other services $37,757
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $12,824