T.C.T. 401(k) Profit Sharing Plan
Sponsored by Thurston County Title Company · EIN 910867867 · Plan #333
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 209
- With balances
- 272
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 |
|---|---|---|
| Kiley Juergens Wealth Management, Llc CRD 151088 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kiley Juergens Wealth Management | Investment advisory (plan) | $35,569 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $24,634 |
| Dwyer Pemberton & Coulson, P.C. | Accounting | $21,550 |
| Definiti Llc | Contract administrator | $19,345 |
| State Farm Fire & Casulty | Other fees | $162 |