Tapestry Management Services 401(k) Profit Sharing Plan & Trust
Sponsored by Tapestry Management Services · EIN 844559744 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 384
- With balances
- 420
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Investment advisory (participants), Participant loan processing | $26,048 |
| Mma Securities | Investment advisory (participants) | $20,596 |