Tapani, Inc. Retirement Savings Plan
Sponsored by Tapani, Inc. · EIN 911350790 · Plan #001
- Total assets
- $47.6M
- Net assets
- $47.6M
- Active participants
- 620
- With balances
- 797
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 |
|---|---|---|
| First Pacific Financial, Inc. CRD 284736 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Pacific Financial Inc | Investment advisory (plan) | $106,821 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $84,473 |
| Pension Plan Specialists | Contract administrator | $52,905 |
| Barret & Company | Accounting | $37,700 |
| Empower Advisory Group | Investment management | $20,561 |