AUMdb

Trinova, Inc. 401(k) Plan

Sponsored by Trinova, Inc. · EIN 630517031 · Plan #003

Total assets
$10.9M
Net assets
$10.9M
Active participants
151
With balances
117

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $25,560
Jpmorgan Invest Holdings Llc Recordkeeping fees $5,393