Technology Partners, Inc. 401(k) Plan
Sponsored by Technology Partners, Inc. · EIN 431680520 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 204
- With balances
- 251
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $49,441 |
| Moneta Group Llc | Investment advisory (plan) | $47,471 |
| Forvis, Llp | Accounting | $12,847 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |