Trident Maritime Systems Retirement Savings Plan
Sponsored by Trident Maritime Systems, Llc · EIN 371714323 · Plan #001
- Total assets
- $86.2M
- Net assets
- $86.2M
- Active participants
- 1,299
- With balances
- 1,568
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc. | Investment advisory (plan) | $44,453 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $25,946 |
| Bdo | Accounting | $16,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,530 |
| Nfp Retirement Inc. | Investment advisory (plan) | $7,146 |