Totes Isotoner Corporation Employees' Pension Plan
Sponsored by Totes Isotoner Corporation · EIN 310405270 · Plan #002
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 27
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cuni, Rust, & Strenk | Actuarial | $39,580 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $14,731 |
| Lpl Financial Llc | Investment advisory (plan) | $12,000 |