AUMdb

Three Way 401(k) Plan

Sponsored by Triple Play Services, Inc. Dba Three Way · EIN 200398007 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
455
With balances
587

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
Three Bell Capital Llc CRD 159736 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Three Bell Capital, Llc Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $36,255
At Retirement Services, Llc Claims processing, Recordkeeping, Custodial (other) $30,486