AUMdb

Telos Corporation Shared Savings Plan

Sponsored by Telos Corporation · EIN 520880974 · Plan #003

Total assets
$128M
Net assets
$128M
Active participants
484
With balances
823

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $86,482
Kestra Advisory Services, Llc Investment advisory (plan), Direct payment from the plan $44,950
Sc & H Attest Services Accounting, Investment advisory (plan), Direct payment from the plan $20,400