Tag Manufacturing, Inc. 401(k) Plan
Sponsored by Tag Manufacturing, Inc. · EIN 721578630 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.8M
- Active participants
- 265
- With balances
- 125
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,580 |
| Wells Fargo Advisors | Investment advisory (plan) | $16,290 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,958 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,104 |