AUMdb

Telesolv Consulting 401(k) Plan

Sponsored by Telesolv Consulting, Inc. · EIN 421691116 · Plan #001 · Washington, DC

Total assets
$5.4M
Net assets
$5.4M
Active participants
225
With balances
236

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $54,044
Lpl Financial Llc Investment advisory (plan) $11,825