Tattnall Square Academy Retirement Plan
Sponsored by Tattnall Square Academy · EIN 581048421 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 119
- With balances
- 136
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $27,137 |
| Howard Moore & Mcduffie Pc | Other fees | $18,903 |
| Definiti Llc | Contract administrator | $4,559 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $447 |