AUMdb

Tarter Gate Company 401(k) Plan

Sponsored by Tarter Gate Co., Llc · EIN 610662270 · Plan #001 · Dunnville, KY

Total assets
$10.9M
Net assets
$10.9M
Active participants
779
With balances
344

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
Hardy Reed, Llc CRD 141024 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Usa Recordkeeping, Other insurance wrap fees $35,201
Hardy Reed, Llc Investment advisory (participants) $27,394
Benefits Administrators, Llc Contract administrator $18,092