AUMdb

Tricore Reference Laboratories 401(k) Plan

Sponsored by Tricore Reference Laboratories · EIN 850444170 · Plan #001

Total assets
$117M
Net assets
$117M
Active participants
1,504
With balances
2,039

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $227,051
Rbc Wealth Management Investment advisory (plan) $50,000
Clifton Larson Allen, Llp Accounting $16,826