Trollco, Inc. 401(k) Plan
Sponsored by Trollco, Inc. · EIN 841143232 · Plan #002
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 166
- With balances
- 191
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $26,385 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $4,133 |
| S B H U Life Agency Inc | Other services, Other commissions, Other fees | $0 |
| Morgan Stanley Insurance Services | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |