AUMdb

Teal's Management Group, Inc. 401(k) Plan

Sponsored by Teals Management Group, Inc. · EIN 411895574 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
276
With balances
105

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $32,942
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0