Tag(k) Pooled Employer Plan
Sponsored by Plan Compliance Services, Inc. · EIN 593708427 · Plan #010
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 220
- With balances
- 89
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research Advis | Other fees | $0 |
| Cambridge Investment Group Inc | Other fees | $0 |
| Rossby Financial, Llc | Other fees | $0 |