Ten Oaks, Llc 401(k) Plan
Sponsored by Ten Oaks, Llc · EIN 201751466 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 196
- With balances
- 209
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $21,693 |
| Truist | Investment management, Shareholder servicing fees | $11,583 |
| Envestnet Retirement Solutions | Investment management, Shareholder servicing fees | $985 |