Trade Center Management Associates 401(k) Plan
Sponsored by Trade Center Management Associates, Llc · EIN 521924168 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 347
- With balances
- 321
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | 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 | $30,023 |
| Wealth Enhancement Advisory | Investment advisory (plan) | $15,707 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,600 |