Terry Tree Service, Llc. 401(k) Plan
Sponsored by Terry Tree Service, Llc. · EIN 161488524 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 128
- With balances
- 166
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $19,691 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $15,946 |
| Envestnet Retirement Solutions, Llc | Other fees | $2,657 |