Tico 401(k) Retirement Savings Plan
Sponsored by Terminal Investment Corporation · EIN 586015509 · Plan #001 · Savannah, GA
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 491
- With balances
- 670
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins And Annuity Co | Investment advisory (participants) | $463 |
| Morningstar Investment Management | Investment advisory (participants) | $41 |
| Capfinancial Partners Llc | Other fees | $0 |
| The Retirement Advantage, Inc | Other services | $0 |