AUMdb

Associations Of Texas Mep

Sponsored by Trio Electric, Ltd. · EIN 421585496 · Plan #002

Total assets
$5.2M
Net assets
$5.2M
Active participants
190
With balances
493

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
Transamerica Financial Life Ins Co Recordkeeping, Float revenue, Participant loan processing $21,802
3(16) Fiduciary Services Corp Recordkeeping, Participant loan processing, Recordkeeping fees $17,032
Templeton & Company Llp Accounting $6,500