AUMdb

Companion Professional Services, Llc Dba Tm Floyd & Company 401(k) Retirement Plan

Sponsored by Companion Professional Services, Llc · EIN 582375610 · Plan #002 · Columbia, SC

Total assets
$23.1M
Net assets
$23.1M
Active participants
176
With balances
179

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
Wilshire Associates Inc(usa) Investment advisory (participants) $4,555
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $18