AUMdb

Ta Associates Profit Sharing Plan

Sponsored by Ta Associates Management L.P. · EIN 043205796 · Plan #001

Total assets
$656M
Net assets
$653M
Active participants
208
With balances
427

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).

No Schedule C on file for this plan year.