AUMdb

Mission Taco Joint 401(k) Plan

Sponsored by Tilford Restaurant Group · EIN 465034713 · Plan #001

Total assets
$922K
Net assets
$922K
Active participants
155
With balances
261

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Benefit Plans Plus Contract administrator $5,374
Cetera Investment Adviors Investment advisory (participants) $4,324
John Hancock Life Insutance Company Recordkeeping, Float revenue, Soft dollars commissions $3,523