Trimedx Holdings, Llc Retirement Plan
Sponsored by Trimedx Holdings, Llc · EIN 454807500 · Plan #001
- Total assets
- $245M
- Net assets
- $245M
- Active participants
- 3,016
- With balances
- 4,007
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $357,702 |
| Towers Watson Investment Services I | Investment advisory (plan), Direct payment from the plan | $81,000 |
| Kestra Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $27,500 |
| Blue & Co | Accounting, Direct payment from the plan | $14,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |