The Tri M Group, L.L.C. 401(k) Savings & Investment Plan
Sponsored by The Tri M Group, L.L.C. · EIN 043622615 · Plan #005
- Total assets
- $72.8M
- Net assets
- $72.8M
- Active participants
- 499
- With balances
- 623
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $97,643 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $90,173 |