Titus Will Retirement Savings Plan
Sponsored by Titus Will · EIN 910441515 · Plan #001
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 512
- With balances
- 1,098
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Portfolio | Other fees | $42,024 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $20,304 |
| Geffen Mesher Company, P.C. | Other fees | $19,550 |
| Ascensus | Other services | $1,550 |