AUMdb

Team Beans Llc 401(k) Profit Sharing Plan

Sponsored by Team Beans Llc · EIN 223653251 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
160
With balances
177

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
Fiduciary Plan Partners, Llc Recordkeeping, Trustee (institutional), Other services $21,347
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $6,630
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0