AUMdb

Tier 1 Performance Solutions, Llc 401(k) Plan

Sponsored by Tier 1 Performance Solutions, Llc · EIN 611426022 · Plan #001

Total assets
$39.2M
Net assets
$39.2M
Active participants
302
With balances
406

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors Llc Investment advisory (participants) $27,183
Latitude Service Company Inc Other services $0
Morningstar Investment Management Investment advisory (participants) $0