AUMdb

Tenaska Retirement Plan

Sponsored by Tenaska, Inc · EIN 470701708 · Plan #001

Total assets
$390M
Net assets
$390M
Active participants
818
With balances
1,000

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Qualified Plan Advisory, Llc CRD 135324 fuzzy_auto · 98% 2024
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $66,978
Qualified Plan Advisors Investment advisory (plan), Direct payment from the plan $37,587
Prime Capital Financial Investment advisory (plan), Direct payment from the plan $25,000
Lutz & Company, Pc Accounting, Direct payment from the plan $15,000
National Financial Services Securities brokerage, Securities brokerage commissions $0