Trulife, Inc. 401(k) Savings Plan
Sponsored by Trulife, Inc. · EIN 380395750 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.5M
- Active participants
- 109
- With balances
- 181
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial | Recordkeeping, Trustee (institutional), Other services | $12,000 |
| Adp, Inc. | Investment advisory (participants), Other services, Other fees | $9,464 |
| Ameriprise Financial Services Llc | Recordkeeping, Trustee (institutional), Other services | $6,004 |