Taylor Made Employees Savings Retirement Program
Sponsored by Taylor Made Golf Company, Inc. · EIN 330831814 · Plan #440
- Total assets
- $206M
- Net assets
- $206M
- Active participants
- 911
- With balances
- 1,241
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 |
|---|---|---|
| Grupp Financial Llc CRD 168436 | fuzzy_auto · 96% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Pure Financial Advisors, Llc CRD 144316 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $104,312 |
| Grp Financial | Investment management, Direct payment from the plan | $48,000 |
| Vasquez And Company Llp | Accounting, Direct payment from the plan | $18,060 |
| Lpl Financial Llc | Investment advisory (participants), Direct payment from the plan | $11,351 |
| Pure Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,691 |
| David Paik | Legal, Direct payment from the plan | $6,615 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $0 |