401(a) Plan Of Tasks Unlimited Building Services
Sponsored by Tasks Unlimited Building Services · EIN 411518696 · Plan #003
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 125
- With balances
- 312
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 | $58,749 |
| Sageview Advisory Group | Investment advisory (plan), Other fees | $24,121 |
| Eisner Advisory Group Llc | Recordkeeping | $11,970 |