Trinitas Ventures, Llc 401(k) Profit Sharing Plan
Sponsored by Trinitas Ventures, Llc · EIN 320026367 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 147
- With balances
- 220
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,011 |
| Kestra Investment Services Llc | Investment advisory (plan) | $14,891 |
| Empower Advisory Group, Llc | Investment management | $11,549 |
| Onedigital Investment Advisors Llc | Other fees | $4,057 |