Tfp Retirement Pep
Sponsored by The Finway Group · EIN 421468222 · Plan #014
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 182
- With balances
- 240
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Finway Group, Llc | Contract administrator | $49,143 |
| The Hays Financial Group | Investment advisory (plan) | $33,405 |
| Empower Advisory Group, Llc | Investment management | $17,205 |