AUMdb

Tentamus North America, Inc. 401(k) Plan

Sponsored by Tentamus North America, Inc. · EIN 464547217 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
330
With balances
333

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
Capfinancial Partners, Llc CRD 175112 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 $46,909
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $11,155
Cbiz Accounting, Tax Accounting, Direct payment from the plan $10,000
Trutina Financial Investment advisory (plan), Direct payment from the plan $9,845
Hunnex And Shoemaker Inc Contract administrator, Direct payment from the plan, Other services $4,262