Teacher Created Materials, Inc. 401(k) Profit Sharing Plan
Sponsored by Teacher Created Materials, Inc · EIN 330004235 · Plan #001
- Total assets
- $31.7M
- Net assets
- $31.7M
- Active participants
- 217
- With balances
- 274
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | 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 | $107,607 |
| The Baldwin Group Wealth Advisors L | Investment advisory (plan) | $68,923 |
| Empower Advisory Group, Llc | Investment management | $5,808 |