Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Tyler Technologies, Inc. · EIN 752303920 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 7,135
- With balances
- 8,537
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $331,510 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $208,468 |
| Valmark Advisers, Inc. | Investment advisory (plan) | $50,000 |
| Baker Tilly Us, Llp | Accounting | $20,475 |