Terteling Employees' Profit Sharing And Thrift Savings Plan
Sponsored by The Terteling Company, Inc. · EIN 820180520 · Plan #001
- Total assets
- $183M
- Net assets
- $183M
- Active participants
- 1,403
- With balances
- 1,716
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $194,688 |
| Creative Planning Holdco, Llc | Investment advisory (plan) | $75,000 |
| Moss Adams Llp | Accounting | $36,750 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $661 |