AUMdb

Tsfr 401(k) Plan

Sponsored by Tsfr Apple Venture Llc · EIN 352450409 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
3,511
With balances
566

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $32,483
Empower Annuity Insurance Company O Recordkeeping fees $23,461
Fifth Third Bank Investment advisory (plan) $8,987