AUMdb

Tides Medical, Llc 401 K Plan

Sponsored by Tides Medical, Llc · EIN 271358121 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
106
With balances
125

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
Hauser Retirement Solutions 2 Llc CRD 299959 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 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 $38,311
Hauser Retirement Solutions 2 Llc Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0