Tolleson Wealth Management 401(k) Plan
Sponsored by Tolleson Wealth Management, Inc. · EIN 030430021 · Plan #001
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 214
- With balances
- 288
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri Ad Actuaries, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $7,600 |
| Charles Schwab Trust Company | Investment management | $0 |