Trideum 401(k) Profit Sharing Plan
Sponsored by Trideum Corporation · EIN 202107822 · Plan #001
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 483
- With balances
- 486
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $125,571 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $8,584 |
| Morgan Stanley Global Banking Opera | Investment management, Other fees | $0 |