AUMdb

Truth Publishing Company, Inc. & Pathfinder Communications Corporation 401(k) Plan And Trust

Sponsored by Truth Publishing Company, Inc. · EIN 621179461 · Plan #333

Total assets
$13.5M
Net assets
$13.5M
Active participants
116
With balances
114

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
Oxford Financial Group, Ltd. Llc CRD 105303 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oxford Financial Group Ltd Investment advisory (plan) $33,428
Rsm Us Llp Accounting $16,800
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $15,010