Trilogy Management Services, Llc Retirement Savings Plan
Sponsored by Trilogy Management Services, Llc · EIN 320381871 · Plan #001
- Total assets
- $194M
- Net assets
- $194M
- Active participants
- 13,844
- With balances
- 5,909
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $577,745 |