Trotter, Inc. 401(k) Plan
Sponsored by Trotter, Inc. · EIN 470580954 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 236
- With balances
- 196
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Securities America, Inc. | Investment advisory (participants) | $17,195 |
| Futureplan By Ascensus | Recordkeeping | $11,990 |
| Acensus | Recordkeeping | $6,872 |
| Mesirow | Investment advisory (participants) | $1,125 |
| United Of Omaha | Recordkeeping fees | $835 |