Team Technologies 401(k) Savings And Retirement Plan
Sponsored by Team Technologies, Inc. · EIN 461500429 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 619
- With balances
- 414
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 |
|---|---|---|
| Usi Consulting Group, Inc. | Account maintenance fees | $47,684 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Named fiduciary | $35,263 |