Trileaf 401(k) Plan
Sponsored by Trileaf Corporation · EIN 431641139 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 198
- With balances
- 187
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $23,159 |
| Mma Securities | Investment advisory (plan) | $15,565 |