AUMdb

Trinidad Benham Corp. Qualified Employee Savings Plan

Sponsored by Trinidad Benham Corp. · EIN 840338660 · Plan #004 · Greenwood Village, CO

Total assets
$39.1M
Net assets
$39.1M
Active participants
1,164
With balances
1,252

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $95,130
Frost, Pllc Accounting $16,660