Triple Crown Consulting, Llc 401(k) Plan
Sponsored by Triple Crown Consulting, Llc · EIN 201368158 · Plan #001
- Total assets
- $11.0M
- Net assets
- $10.9M
- Active participants
- 541
- With balances
- 251
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 |
|---|---|---|
| Richard P. Slaughter Associates, Inc. CRD 109080 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Richard P. Slaughter & Associates | Investment advisory (plan) | $22,000 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $9,484 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |