AUMdb

Torkildson Katz, A Law Corporation Profit Sharing Plan

Sponsored by Torkildson Katz, A Law Corporation · EIN 990155867 · Plan #003

Total assets
—
Net assets
—
Active participants
24
With balances
39

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Trust Company Trustee (institutional), Trustee (directed) $10,865
Newport Group, Inc. Contract administrator, Recordkeeping $6,729