Tavo Packaging, Inc. 401(k) Profit Sharing Plan
Sponsored by Tavo Packaging, Inc. · EIN 232050512 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.2M
- Active participants
- 145
- With balances
- 176
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $18,327 |
| Creative Planning, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $17,135 |
| Stephano Slack Llc | Accounting | $10,000 |