Tumeq, Llc 401(k) Plan And Trust
Sponsored by Tumeq, Llc · EIN 272017426 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 299
- With balances
- 256
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boon Administrative Services, Inc. | Contract administrator, Other fees | $17,083 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $12,425 |
| Empower Advisory Group, Llc | Investment management | $3,763 |
| Definiti, Llc | Contract administrator, Other services | $2,413 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $1,111 |
| Boon Investment Group, Inc | Other fees | $0 |