T.A.S.C. Inc. Employee Retirement Plan
Sponsored by T.A.S.C. Inc. · EIN 362870923 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 322
- With balances
- 373
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Participant loan processing | $44,498 |
| Cliftonlarsonallen Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $17,166 |