Tri Com Technical Service Lc 401(k) Profit Sharing Plan & Trust
Sponsored by Tri Com Technical Service, Lc · EIN 481156502 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.5M
- Active participants
- 105
- With balances
- 123
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tpp Retirement Plan Specialists, Ll | Plan administrator, Recordkeeping, Recordkeeping fees | $16,040 |
| Creative Planning | Investment advisory (participants), Investment advisory (plan), Investment management | $12,918 |