AUMdb

Tetco, Inc. Employees' Savings Plan

Sponsored by Tetco, Inc. · EIN 742240616 · Plan #001

Total assets
$24.2M
Net assets
$24.2M
Active participants
723
With balances
217

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lockton Investment Advisors, Llc CRD 144133 deterministic · 100% 2024
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Srvcs Recordkeeping $59,946
Lockton Investment Advisors, Llc Investment advisory (plan) $25,000
Creative Planning Investment advisory (plan) $25,000