Trimont Llc 401(k) Plan
Sponsored by Trimont Llc · EIN 581524431 · Plan #001
- Total assets
- $74.6M
- Net assets
- $74.6M
- Active participants
- 700
- With balances
- 465
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| White Horse Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $40,000 |
| Bdo Usa , Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $20,600 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $19,200 |