Trimark Retirement Savings Plan
Sponsored by Tmk Global Holdings, Llc · EIN 320240384 · Plan #002
- Total assets
- $245M
- Net assets
- $245M
- Active participants
- 2,835
- With balances
- 3,667
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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, Recordkeeping fees, Account maintenance fees | $260,396 |
| Global Retirement Partners Llc | Investment advisory (plan) | $124,903 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $94,426 |
| Caron & Bletzer, Pllc | Accounting | $16,000 |