Talbert Building Supply 401(k) Plan And Trust
Sponsored by Talbert Building Supply, Inc. · EIN 561678963 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 198
- With balances
- 201
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 |
|---|---|---|
| Coldstream Capital Management Inc CRD 108805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coldstream Wealth Management | Investment advisory (plan), Investment management fees (direct) | $41,900 |
| Pcs Retirement | Claims processing, Contract administrator, Recordkeeping | $13,400 |
| Brinker Capital Investments, Llc | Investment management, Investment management fees (direct) | $66 |