Tavistock 401(k) Plan
Sponsored by Tavistock Corporation · EIN 592117458 · Plan #002
- Total assets
- $43.0M
- Net assets
- $43.0M
- Active participants
- 667
- With balances
- 896
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $84,287 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $30,000 |
| Cbiz Benefits And Insurance Service | Consulting (general) | $10,068 |
| Richey, May & Co, Llp | Accounting | $9,900 |