AUMdb

Third Point Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Third Point Llc · EIN 133922602 · Plan #001

Total assets
$42.6M
Net assets
$42.6M
Active participants
114
With balances
157

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Capital Markets Investment advisory (participants) $50,000
Paychex, Inc. Contract administrator, Recordkeeping $32,930