W.G. Tomko, Incorporated Profit Sharing Plan
Sponsored by W.G. Tomko, Incorporated · EIN 251210576 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 118
- With balances
- 123
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 |
|---|---|---|
| Buckingham Asset Management | Investment management, Direct payment from the plan | $44,245 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $15,940 |