AUMdb

Triad Components Group, Inc. 401(k) Employee Stock Ownership Plan And Trust

Sponsored by Triad Components Group, Inc. · EIN 330849488 · Plan #002

Total assets
Net assets
Active participants
23
With balances
24

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
Cape Investment Advisory, Inc. CRD 146384 deterministic · 100% 2024
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 $7,350
Cape Investment Advisory Investment advisory (plan) $1,970
Blue Ridge Esop Associates Contract administrator $150
Empower Advisory Group Investment management $44