AUMdb

Trinity Care Providers 401 K Profit Sharing Plan

Sponsored by Trinity Care Providers · EIN 453536478 · Plan #001

Total assets
$13.6K
Net assets
$13.6K
Active participants
331
With balances
208

Plan year beginning 10/01/2024 · 401(k)

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).

Provider Services Direct comp
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Nylife Securities Llc Other services, Other fees $0