AUMdb

Tapestry Solutions, Inc. Retirement Plan

Sponsored by Tapestry Solutions, Inc · EIN 330649297 · Plan #001

Total assets
$98.0M
Net assets
$98.0M
Active participants
456
With balances
740

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
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $120,409
Hall, Macgregor Investment management, Direct payment from the plan $100,000
Charles Schwab & Co., Inc. Shareholder servicing fees $0