The Terracon 401(k) And Esop Plan
Sponsored by Tsvc, Inc · EIN 061664428 · Plan #002
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 6,948
- With balances
- 9,702
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Townsquare Capital, Llc CRD 288576 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Investment Management Associates, Inc. CRD 110900 | fuzzy_auto · 99% | 2024 |
| Quarry Hill Advisors, Llc CRD 288334 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $368,799 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $10,883 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $9,426 |
| Townsquare Capital Llc | Investment advisory (participants), Direct payment from the plan | $7,084 |
| Boyce & Associates Wealth | Investment advisory (participants), Direct payment from the plan | $6,938 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $6,926 |
| Investment Management Associat | Investment advisory (participants), Direct payment from the plan | $6,613 |
| Quarry Hill Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,291 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,855 |