AUMdb

Tdx Construction Corporation 401(k) Plan

Sponsored by Tdx Construction Corporation · EIN 133039254 · Plan #003

Total assets
$40.4M
Net assets
$40.4M
Active participants
188
With balances
275

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Inc Investment advisory (plan) $58,961
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $33,219
Strategic Advisors, Inc. Investment advisory (plan) $8,787