AUMdb

Tippmann Group Employees 401(k) Plan

Sponsored by Interstate Warehousing, Inc. · EIN 351625381 · Plan #001

Total assets
$43.1M
Net assets
$43.1M
Active participants
1,126
With balances
1,035

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $23,663
Retirement Plan Concepts & Services Other services, Other fees $5,800
Morningstar Investment Management Investment advisory (participants) $0
Voya Retirement Insurance & Annuity Investment advisory (participants) $0