Trilon Group Retirement Savings Plan
Sponsored by Trilon Group Holdings, Llc · EIN 873821663 · Plan #004
- Total assets
- $258M
- Net assets
- $258M
- Active participants
- 2,909
- With balances
- 3,178
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 | $326,737 |
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $74,393 |
| Greene Dycus Co., Pa | Accounting, Direct payment from the plan | $16,000 |