Active Concepts, Llc 401(k) Plan
Sponsored by Active Concepts, Llc · EIN 223771082 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 133
- With balances
- 155
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 |
|---|---|---|
| Tannin Capital, Llc CRD 304238 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Holland Capital Management Llc | Trustee (institutional) | $21,967 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $17,838 |
| Tannin Capital Llc | Investment advisory (participants), Investment advisory (plan) | $11,571 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |