Trademark Global, Llc 401(k) Plan
Sponsored by Trademark Global, Llc · EIN 341939848 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 178
- With balances
- 106
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 |
|---|---|---|
| Raymond James | Investment advisory (plan), Direct payment from the plan | $26,292 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $25,066 |
| Corrigan, Krause, | Accounting, Direct payment from the plan | $11,999 |