The Townshend Group 401(k) Plan
Sponsored by The Townshend Group, Llc · EIN 810790456 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.3M
- Active participants
- 91
- With balances
- 131
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 |
|---|---|---|
| Deschutes Portfolio Strategy, Llc CRD 155424 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Deschutes Portfolio Strategy, Llc | Investment advisory (plan) | $18,110 |