AUMdb

Travelnet Solutions, Llc 401(k) Profit Sharing Plan

Sponsored by Travelnet Solutions, Llc · EIN 900132087 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
137
With balances
132

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
Tradition Wealth Management Llc CRD 128314 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tradition Wealth Management Investment advisory (participants), Other fees $186
Tax Sheltered Compensation Other services $0