AUMdb

Trb Retirement Plan

Sponsored by Triple R. Brothers Ltd. · EIN 741284890 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
228
With balances
151

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D Jones And Co Investment advisory (participants), Investment advisory (plan), Investment management $26,164
American United Life Insurance Co Recordkeeping, Participant communication, Direct payment from the plan $512