Trulite Glass & Aluminum Solutions, Llc 401(k) Plan
Sponsored by Trulite Glass & Aluminum Solutions, Llc · EIN 271728501 · Plan #001
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 2,534
- With balances
- 2,322
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, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $113,569 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $30,039 |