AUMdb

T. & G. Industries, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by T. & G. Industries, Inc. · EIN 112202153 · Plan #001

Total assets
$33.5M
Net assets
$33.5M
Active participants
383
With balances
412

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $102,104
Paychex, Inc. Recordkeeping, Investment advisory (participants), Direct payment from the plan $0
Raymond James Financial Services Investment advisory (participants), Direct payment from the plan $0
Wells Fargo Advisors Fin Network Investment advisory (plan), Other fees $0