AUMdb

Retirement Income Security Plan Teraflex, Inc.

Sponsored by Teraflex, Inc. · EIN 870272262 · Plan #003

Total assets
$4.2M
Net assets
$4.2M
Active participants
109
With balances
110

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
Spectra Management, Llc Investment advisory (participants), Investment advisory (plan), Investment management $21,508
Healthequity Retirement Services, L Claims processing, Plan administrator, Investment advisory (plan) $10,754
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $7,415
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $828