AUMdb

Trail Blazers Savings And Retirement Plan

Sponsored by Trail Blazers Inc. · EIN 911409166 · Plan #001

Total assets
$38.9M
Net assets
$38.9M
Active participants
570
With balances
356

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
Tpg Financial Advisors, Llc CRD 141153 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tpg Financial Advisors, Llc Investment advisory (plan) $65,140
Empower Annuity Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping $60,065
Advised Assets Group, Llc Investment management $765