AUMdb

Trexie 401(k) Plan

Sponsored by Trexie Management, Llc · EIN 923346338 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
41
With balances
108

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $5,787