Tb Philly, Inc. 401(k) Profit Sharing Plan
Sponsored by Tb Philly, Inc. · EIN 251757124 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 128
- With balances
- 155
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management | Investment advisory (plan) | $57,288 |
| The Vanguard Group | Trustee (institutional) | $1,960 |