Tf Cornerstone Inc. 401(k) Plan
Sponsored by Tf Cornerstone Inc. · EIN 132766269 · Plan #001
- Total assets
- $72.5M
- Net assets
- $72.5M
- Active participants
- 424
- With balances
- 525
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 |
|---|---|---|
| Douglas Lane & Associates, Llc CRD 282563 | fuzzy_auto · 97% | 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 | $115,930 |
| Douglas Lane & Associates Llc | Investment advisory (participants), Direct payment from the plan | $9,239 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $411 |