AUMdb

Tritech Marketing 401(k) Plan

Sponsored by Tritech Marketing, Llc · EIN 363604568 · Plan #001

Total assets
$20.1M
Net assets
$20.1M
Active participants
84
With balances
141

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors Investment advisory (participants) $5,053
Ubs Financial Services Investment advisory (plan), Other fees $0
Scp Retirement Services Llc Other services $0