AUMdb

Titan Production Equipment 401(k) Savings Plan

Sponsored by Titan Production Equipment, Llc · EIN 825231271 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
202
With balances
214

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, Llc CRD 105348 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 $27,586
Hm&M Group, Llc Accounting $13,425
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $6,250
Creative Planning Llc Investment advisory (plan) $6,250