Tactis, Llc 401(k) Plan
Sponsored by Tactis, Llc · EIN 472698509 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 81
- With balances
- 197
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hunnex And Shoemaker, Inc. | Other services | $0 |
| Voya Retirement Insu And Annuity Co | Investment advisory (participants) | $0 |
| Morningstar Investment Management | Investment advisory (participants) | $0 |