Tudi Mechanical Systems 401(k) Plan
Sponsored by Tudi Mechanical Systems, Inc. · EIN 232870098 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.2M
- Active participants
- 200
- With balances
- 240
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott Llc | Investment advisory (plan) | $41,726 |
| Empower Annuity Insurance Company | Recordkeeping fees | $27,175 |
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $10,250 |
| Empower Adivsory Group, Llc | Investment management | $7,452 |