AUMdb

Trinity Business Group, Llc 401(k) Plan

Sponsored by Trinity Business Group, Llc · EIN 274373635 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
86
With balances
144

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
Nationwide Recordkeeping, Other insurance wrap fees, Participant loan processing $1,398
The Haslauer Group, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $500
Ppa/Tpa Insurance agents and brokers, Insurance services, Insurance brokerage commissions $434