AUMdb

Tanner Services, Llc 401 K Profit Sharing Plan Sharing Plan

Sponsored by Tanner Services, Llc · EIN 510581042 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
537
With balances
218

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
Nationwide Recordkeeping, Custodial (securities), Participant communication $25,886
Avantax Wealth Management Investment management fees (indirect) $0