Teleion 401(k) Plan
Sponsored by Teleion Llc · EIN 261608597 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 131
- With balances
- 172
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $6,003 |
| Hunnex & Shoemaker | Contract administrator | $5,300 |
| Nationwide | Recordkeeping | $1,301 |