Trinity School For Children 401(k) Plan
Sponsored by Tampa School Development Corporation Dba Trinity School For Children · EIN 593557449 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 130
- With balances
- 131
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (plan) | $21,114 |
| Ascensus Holdings Inc | Contract administrator | $1,617 |
| Empower Annuity Insurance Company | Recordkeeping fees | $768 |
| Empower Advisory Group, Llc | Investment management | $278 |