403(b) Plan Of Tasks Unlimited, Inc.
Sponsored by Tasks Unlimited, Inc. · EIN 237087205 · Plan #002
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 69
- With balances
- 145
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $23,563 |
| Sageview Advisory Group | Investment advisory (participants) | $9,641 |
| Eisner Advisory Group Llc | Recordkeeping | $5,871 |