AUMdb

Topre America Corporation 401(k) Retirement Plan

Sponsored by Topre America Corporation · EIN 980380782 · Plan #001

Total assets
$26.8M
Net assets
$26.8M
Active participants
2,625
With balances
771

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $89,263
Commonwealth Financial Network Investment advisory (plan) $35,198