AUMdb

Truvian 401(k) Plan

Sponsored by Truvian Sciences, Inc. · EIN 474996745 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
100
With balances
120

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $39,346
Mma Securities Llc Investment advisory (plan) $7,965
Premier Plan Consultants Contract administrator $2,850
Empower Advisory Group, Llc Investment management $2,249
Cambridge Investment Research Inc Other commissions $0