AUMdb

Turbo Drill Industries 401(k) Plan

Sponsored by Turbo Drill Industries, Inc. · EIN 371542579 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
237
With balances
149

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $49,491
Compensation Strategies Group, Ltd. Contract administrator, Direct payment from the plan $8,363
Kestra Advisory Services, Llc Investment advisory (plan), Other fees $0
Assured Partners Investment Advisor Investment advisory (plan), Other fees $0