AUMdb

Tailored Companies, Et. Al. Retirement Plan

Sponsored by Tailored Chemical Products, Inc. · EIN 561180771 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
171
With balances
209

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $17,046
Ascensus Holdins Inc Dba Contract administrator $2,850
Empower Annuity Insurance Co Recordkeeping fees $1,685