Trean Corporation 401(k) Plan
Sponsored by Trean Corporation · EIN 411966220 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 306
- With balances
- 377
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
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 | $75,102 |
| Boulay Group | Accounting, Direct payment from the plan | $41,000 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Other fees | $0 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Other fees | $0 |