AUMdb

Tol 401(k) Retirement Plan

Sponsored by Sci Acquisition Co., Inc. · EIN 270654500 · Plan #002

Total assets
$5.3M
Net assets
$5.3M
Active participants
431
With balances
432

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
Procourse Fiduciary Advisors, Llc CRD 164328 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $50,984
Procourse Fiduciary Advisors Investment advisory (plan) $17,129