Compliance 401(k) Multiple Employer Plan
Sponsored by Trismart Solar, Llc · EIN 461945032 · Plan #001
- Total assets
- $558K
- Net assets
- $558K
- Active participants
- 166
- With balances
- 138
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors Llc | Investment advisory (participants) | $457 |
| Leafhouse Financial Advisors | Other fees | $302 |
| Economic Group Pension Services Llc | Other services | $0 |
| Economic Group Pension Services | Other services | $0 |
| Voya Retirement Ins And Annuity Co | Recordkeeping fees | $0 |