AUMdb

Tri Dal, Llc 401(k) Profit Sharing Plan

Sponsored by Tri Dal, Llc · EIN 752588032 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
235
With balances
95

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
National Benefit Services Llc Contract administrator, Plan administrator, Consulting (general) $2,814
Nationwide Recordkeeping, Participant loan processing, Direct payment from the plan $1,272
Ascensus Llc Recordkeeping, Participant loan processing, Direct payment from the plan $930
Phillip Hutchings Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) $250