Tocqueville Management Corporation Tax Deferred Savings Plan
Sponsored by Tocqueville Management Corp. · EIN 133547559 · Plan #001
- Total assets
- $50.0M
- Net assets
- $50.0M
- Active participants
- 71
- With balances
- 91
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Consultants Group | Contract administrator, Recordkeeping, Participant loan processing | $18,700 |
| Meltzer Group Kestra Advisors | Distribution (12b-1) fees | $5,000 |
| Citrin Cooperman | Accounting | $0 |