AUMdb

Tjc Real Estate Transactions Group, Llc 401(k) Plan

Sponsored by Tjc Real Estate Transactions Group, Llc · EIN 611777831 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
277
With balances
401

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $63,476
Global Retirement Partners Llc Investment advisory (plan) $53,994
Pension Assurance Llp Accounting $15,500