AUMdb

The Tri M Group Employee Stock Ownership Plan

Sponsored by The Tri M Group, Llc · EIN 043622615 · Plan #006

Total assets
$11.4M
Net assets
$-20.1M
Active participants
405
With balances
460

Plan year beginning 01/01/2024 · Stock bonus

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).

No Schedule C on file for this plan year.