AUMdb

Tidal Basin Holdco Llc 401(k) Retirement Savings Plan

Sponsored by Tidal Basin Holdco Llc · EIN 932022863 · Plan #001

Total assets
$20.0M
Net assets
$20.0M
Active participants
599
With balances
560

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
Parkwoods Wealth Partners, Llc CRD 331565 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $62,311
Parkwood Wealth Partners Llc Investment management, Direct payment from the plan $23,895
Buckingham Asset Management Investment management, Direct payment from the plan $21,176