T R Toppers, Inc. 401(k) Profit Sharing Plan
Sponsored by T R Toppers, Inc. · EIN 820467222 · Plan #001 · Boise, ID
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 123
- With balances
- 150
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 |
|---|---|---|
| Mountain Pacific Investment Advisers, Llc CRD 104749 | fuzzy_auto · 100% | 2024 |
| Pacific Value, Llc CRD 147086 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mountain Pacific Investment Adviser | Investment management, Investment management fees (direct) | $50,862 |
| Pacific Value, Llc | Investment management, Investment management fees (direct) | $16,104 |
| Pinnacle Pension Services Inc | Recordkeeping, Consulting (general), Recordkeeping fees | $2,350 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $1,026 |