403(b) Thrift Plan For Trellis
Sponsored by Metropolitan Area Agency On Aging Inc · EIN 411774247 · Plan #002
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 90
- With balances
- 186
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Automatic enrollment
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 |
|---|---|---|
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $1,618 |