AUMdb

The Tombras Group Profit Sharing/Tax Deferred Saving Plan

Sponsored by The Tombras Group · EIN 620565115 · Plan #001

Total assets
$29.2M
Net assets
$29.2M
Active participants
364
With balances
498

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
Rather & Kittrell, Inc. CRD 114885 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Great West Life & Annuity Insurance Recordkeeping fees $73,944
Rather & Kittrell, Inc. Investment advisory (plan) $25,000
Tennessee Pension Administrators Contract administrator $23,464