AUMdb

Todaytix, Inc. Retirement Trust

Sponsored by Todaytix, Inc. · EIN 465249854 · Plan #002

Total assets
$12.2M
Net assets
$12.2M
Active participants
89
With balances
184

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Pensionmark Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $45,792
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,058
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0