Tilley Distribution, Inc. Retirement Plan
Sponsored by Tilley Distribution, Inc. · EIN 854364268 · Plan #001
- Total assets
- $33.2M
- Net assets
- $33.2M
- Active participants
- 293
- With balances
- 412
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $47,505 |
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $30,928 |