Tanimura & Antle, Inc. Profit Sharing 401(k) Plan
Sponsored by Tanimura & Antle Inc. · EIN 942906792 · Plan #002
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 4,435
- With balances
- 2,087
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $101,664 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $40,000 |
| Clifton Larson Allen Wealth Advisor | Accounting | $13,296 |