Tipperary Sales, Inc. Profit Sharing Plan
Sponsored by Tipperary Sales, Inc. · EIN 581933151 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 120
- With balances
- 148
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 |
|---|---|---|
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $78,808 |
| Choreo, Llc | Investment advisory (plan), Other fees | $0 |