AUMdb

Tcrs 401(k) Plan

Sponsored by Tri Cities Residential Services, Inc. · EIN 911046818 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
115
With balances
132

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
Epic Trust Investment Advisors Llc Investment management fees (direct) $3,365
Professional Benefit Services, Inc. Contract administrator $3,250
Nationwide Investment advisory (participants), Investment management fees (direct), Recordkeeping fees $799
Iron Co Fid Index Comprehensive Investment management fees (direct) $623
Proaccount Insurance services $592