AUMdb

Tpusa 401(k) Plan

Sponsored by Tpusa, Inc. · EIN 870512021 · Plan #001

Total assets
$87.8M
Net assets
$87.1M
Active participants
14,666
With balances
4,517

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $375,549
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $74,983
Empower Advisory Group, Llc Investment management $63,285