AUMdb

Tjl Industries Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Tjl Industries Inc · EIN 161638681 · Plan #001

Total assets
$16.1M
Net assets
$16.1M
Active participants
278
With balances
327

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
Legacy Wealth Management Inc CRD 108619 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Paychex, Inc. Recordkeeping $12,617
Resources Investment Advisors Investment advisory (participants) $11,659
Legacy Asset Management, Inc. Investment advisory (participants) $11,344
Erisa Fiduciary Services, Inc. Contract administrator $7,330