Tbg Partners 401(k) Plan
Sponsored by The Broussard Group · EIN 742485594 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 124
- With balances
- 138
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $22,102 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $16,554 |
| Wellth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $13,556 |