AUMdb

Tantus Technologies 401(k) Plan

Sponsored by Tantus Technologies, Inc. · EIN 010715592 · Plan #001

Total assets
$25.1M
Net assets
$25.1M
Active participants
220
With balances
318

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
Institutional Investment Consulting CRD 168705 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $32,469
Institutional Investment Consultin Investment advisory (plan) $13,871
Grf Cpas & Advisors Accounting $8,320