Trihealth 401(k) Retirement Savings Plan
Sponsored by Trihealth, Inc. · EIN 311438846 · Plan #004
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 12,897
- With balances
- 18,842
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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Direct payment from the plan, Participant loan processing | $1,544,254 |
| Nepc Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $75,346 |
| Tempo Holding Company Llc Dba Aligh | Investment advisory (participants), Direct payment from the plan | $40,339 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $25,000 |
| Vestia Advisors Llc | Other fees | $8,456 |
| Envestnet Asset Management Llc | Other fees | $5,273 |
| Total Wealth Planning Llc | Other fees | $5,090 |
| Charles Schwab & Co., Inc. | Investment advisory (participants) | $2,815 |