T Rex Solutions, Llc 401 (K) & Profit Sharing Plan
Sponsored by T Rex Solutions, Llc · EIN 541926691 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 254
- With balances
- 382
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 |
|---|---|---|
| Fiduciary Wealth Management, Llc CRD 284324 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $48,578 |
| Fiduciary Wealth Management Llc | Consulting (general), Investment advisory (plan) | $15,000 |
| Pensionmark Financial Group Llc | Insurance agents and brokers, Insurance services, Investment advisory (plan) | $5,000 |