Tm Rta Holdings 401(k) Plan
Sponsored by Tm Rta Management, Inc. · EIN 814122983 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 342
- With balances
- 253
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 |
|---|---|---|
| Transamerica Reitrement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $58,761 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $16,190 |
| Lbmc Pc | Accounting | $15,750 |