Tahoma Enterprises, Inc. 401(k) Profit Sharing Plan
Sponsored by Tahoma Enterprises, Inc. · EIN 208466684 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 115
- With balances
- 117
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 |
|---|---|---|
| Whitaker Myers Wealth Managers, Ltd. CRD 286093 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services 401(k) Plan | Recordkeeping | $18,143 |
| Whitaker Myers Wealth Managers, Ltd | Investment advisory (participants) | $11,353 |