Trendyminds, Llc Retirement Plan
Sponsored by Trendyminds, Llc · EIN 352140531 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 154
- With balances
- 154
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Holding | Investment advisory (plan) | $36,556 |
| Vestwell | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $13,301 |