Tis Insurance Services, Inc. 401(k) Profit Sharing
Sponsored by Tis Insurance Services, Inc. · EIN 620426847 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 90
- With balances
- 115
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $20,836 |
| Tennessee Pension Administrators | Contract administrator | $11,822 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,456 |