Legacy 401(k) Plan
Sponsored by Tri Starr Management Services, Inc · EIN 742616688 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 1,098
- With balances
- 1,382
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $142,722 |
| Closed Dlr Sagepoint Financial Inc | Investment advisory (plan) | $33,281 |
| Osaic Wealth Inc | Investment advisory (plan) | $11,515 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,298 |