Tepa, Llc 401(k) Retirement Plan
Sponsored by Tepa, Llc · EIN 203372298 · Plan #001
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 503
- With balances
- 487
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $46,412 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,606 |
| Raymond James | Investment advisory (plan) | $16,688 |