Tripoint Solutions 401 K Profit Sharing Plan
Sponsored by Tripoint Solutions, Llc · EIN 462037715 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 114
- With balances
- 170
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 |
|---|---|---|
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Planners & Administrator | Accounting, Actuarial, Consulting (pension) | $9,421 |
| American Funds | Recordkeeping, Investment management, Participant loan processing | $2,385 |