Form 5500 Search

TDC INVESTMENT ADVISORY

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
3,118
Total plan assets
$205.9M
Filings (rows)
4
Direct comp
$427K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant2
Other2

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NEWPORT GROUP, INC.
TFO ADVANTAGE POOLED EMPLOYER PLAN
FOLSOM, CA
Other
NONE
2,143$130.6M$339K
NEWPORT GROUP, INC.
TFO ADVANTAGE POOLED EMPLOYER PLAN
FOLSOM, CA
Other
NONE
858$67.5M$31K
CRONIN AUTO, INC.
CRONIN AUTO, INC. 401(K) PLAN
PERRYSBURG, OH
Advisor / Consultant
ADVISOR
117$7.7M$32K
CRONIN AUTO, INC.
CRONIN AUTO, INC. 401(K) PLAN
PERRYSBURG, OH
Advisor / Consultant
ADVISOR
0$0$24K
TDC INVESTMENT ADVISORY — Form 5500 Service Provider Profile | Form 5500 Search