True Leaf 401(k) Plan
Sponsored by True Leaf Llc · EIN 471724986 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 160
- With balances
- 140
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 |
|---|---|---|
| Transamerica Financial Advisors, Llc CRD 16164 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $10,816 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,272 |
| Transamerica Financial Advisors Inc | Investment advisory (plan) | $5,200 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $721 |