AUMdb

Trivium Life Services 401(k) Plan

Sponsored by Trivium Life Services · EIN 421041046 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
399
With balances
540

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hub Investment Advisors Investment advisory (plan) $30,025
Futureplan By Ascensus Contract administrator $13,387
Empower Advisory Group, Llc Investment management $3,611
Empower Annuity Insurance Co Recordkeeping fees $2,934