AUMdb

Tm Associates Management, Inc. Employees Savings Trust

Sponsored by Tm Associates Management, Inc. · EIN 522173104 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
720
With balances
251

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
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $24,576
Cetera Advisor Networks Llc Investment advisory (plan), Direct payment from the plan $22,953