Prelude Therapeutics Retirement Plan
Sponsored by Prelude Therapeutics, Inc · EIN 811384762 · Plan #001
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 131
- With balances
- 157
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 |
|---|---|---|
| Trinity Wealth Management Llc CRD 152355 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trinity Wealth Management Llc | Investment advisory (plan) | $33,884 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,138 |