Tep Holdings 401(k) Plan
Sponsored by Tep Holdings, Llc · EIN 472397460 · Plan #002
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 979
- With balances
- 1,115
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $72,005 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $19,896 |