AUMdb

Trend Hr Retirement Savings Plan

Sponsored by Thr Outsourcing, Llc · EIN 813185457 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
528
With balances
321

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
Rps Retirement Plan Advisors CRD 319220 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $54,473
Rps Retirement Plan Advisors Investment advisory (participants), Investment advisory (plan), Investment management $44,287
Charles Schwab Bank Custodial (securities), Participant loan processing, Direct payment from the plan $1,993