AUMdb

Titanium Healthcare, Inc. 401(k) Plan

Sponsored by Titanium Healthcare, Inc. · EIN 455405451 · Plan #001

Total assets
$1.4M
Net assets
$1.4M
Active participants
218
With balances
278

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
Consolidated Portfolio Review Corp CRD 112694 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Consolidated Portfolio Review Corp Investment advisory (plan) $7,500
Fiduciary Outsourcing, Llc Dba Pma Recordkeeping, Participant loan processing, Recordkeeping fees $7,016
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $5,100