Tori Richard, Ltd. 401(k) Retirement Savings Plan
Sponsored by Tori Richard, Ltd. · EIN 990088802 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 157
- With balances
- 121
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 |
|---|---|---|
| Fisher Asset Management Llc Fisher | Other fees | $23,968 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,614 |
| Linked Accounting Llc | Accounting | $9,738 |
| Hicks Pension Group | Contract administrator | $5,073 |
| Capital Research & Management Co. | Other fees | $750 |