Tecolote Research, Inc. Money Purchase Pension Plan
Sponsored by Tecolote Research, Inc. · EIN 952834773 · Plan #002
- Total assets
- $210M
- Net assets
- $210M
- Active participants
- 632
- With balances
- 814
Plan year beginning 06/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Financial Planning Company Llc CRD 284440 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirment Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $90,992 |
| Gerber Kawasaki Wealth & | Investment advisory (participants), Direct payment from the plan | $83,277 |
| Nfp Retirement Inc | Investment management, Direct payment from the plan | $36,750 |
| West Coast Financial Llc | Investment advisory (participants), Direct payment from the plan | $5,652 |
| Financial Planning | Investment advisory (participants), Direct payment from the plan | $5,059 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $712 |