AUMdb

Trust Automation, Inc. 401(k) Profit Sharing Plan

Sponsored by Trust Automation, Inc. · EIN 770420691 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
112
With balances
136

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Hilde Minkel & Associates Contract administrator $5,475
Empower Advisory Group, Llc Investment management $4,812
Empower Annuity Insurance Company Recordkeeping fees $1,473