AUMdb

Taw 401(k) And Profit Sharing Plan

Sponsored by Tampa Armature Works, Inc. · EIN 590474710 · Plan #002

Total assets
$45.8M
Net assets
$45.8M
Active participants
467
With balances
636

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
Kestra Advisors Investment management, Investment management fees (direct) $50,000
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $31,708
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0