Tarbell Management Group, Llc Employee Savings Plan
Sponsored by Tarbell Management Group, Llc · EIN 273567818 · Plan #002
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 206
- With balances
- 97
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 |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $16,805 |
| Transamerica Financial Life Insuran | Recordkeeping, Float revenue, Participant loan processing | $8,012 |
| Valiant Retire Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,585 |