AUMdb

Tronair, Inc. 401(k) Retirement Plan

Sponsored by Tronair, Inc. · EIN 582514686 · Plan #001

Total assets
$19.3M
Net assets
$19.3M
Active participants
337
With balances
310

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
Tfo Wealth Partners, Llc CRD 124407 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tfo Wealth Partners Llc Investment advisory (plan) $66,466
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $34,274