Tri National 401(k) Plan
Sponsored by Tri National, Inc. · EIN 201222154 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 1,309
- With balances
- 796
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 |
|---|---|---|
| Master Benefit Group, Inc. | Other services | $24,673 |
| Capital Research And Management Co | Sub-transfer agency fees, Recordkeeping fees | $7,450 |
| Morgan Stanley Wealth Management | Other services, Investment management fees (direct), Other fees | $0 |