Taco, Inc. Profit Sharing & 401(k) Plan
Sponsored by Taco, Inc. · EIN 050250724 · Plan #002
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 666
- With balances
- 758
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $60,824 |
| Global Retirement Partners Llc | Investment advisory (plan) | $25,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,723 |