Teoco Corporation 401(k) Retirement Plan
Sponsored by Teoco Corporation · EIN 541727406 · Plan #001
- Total assets
- $58.4M
- Net assets
- $58.4M
- Active participants
- 208
- With balances
- 265
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | 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 | $24,910 |
| Pbmares, Llp | Accounting | $10,421 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,845 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $58.4M | 208 | ack 20251002063626NAL0000100305001 |
| 01/01/2021 | $62.3M | 220 | ack 20250904133234NAL0009757075001 |