Richard Tatum signed Total Expert, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Total Expert, Inc.'s EIN is 81-2229221.
Download the official 2024 Form 5500 (PDF) for Total Expert, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Total Expert, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $54K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
