AUMdb

Tolomatic, Inc. 401(k) & Profit Sharing Plan

Sponsored by Tolomatic, Inc. · EIN 410800494 · Plan #002

Total assets
$40.5M
Net assets
$40.5M
Active participants
244
With balances
290

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
Nfp Corporate Services (Mn) Inc Investment advisory (plan) $51,298
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $33,080
Lewis, Kisch & Associates, Ltd. Accounting $7,811