AUMdb

Trenam Law 401(k) Plan

Sponsored by Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis Pa · EIN 591772042 · Plan #001

Total assets
$94.9M
Net assets
$94.9M
Active participants
167
With balances
216

Plan year beginning 07/01/2024 · 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $160,050
Agw Capital Investment advisory (plan), Other fees $0