Twin City Fan Retirement Savings Plan And Trust
Sponsored by Twin City Fan Companies, Ltd. · EIN 411226410 · Plan #001
- Total assets
- $83.2M
- Net assets
- $83.2M
- Active participants
- 970
- With balances
- 1,598
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $111,990 |
| Sageview Advisory Group, Llc | Investment management | $96,370 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $44,084 |
| Qdro Consultants Company, Llc | Other fees | $300 |