Tate Ornamental 401(k) Plan
Sponsored by Tate Ornamental, Inc. · EIN 621578663 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 183
- With balances
- 134
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $21,928 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Soft dollars commissions | $3,584 |
| Wilshire Associate Inc (Usa) | Investment advisory (participants) | $1,253 |