Tronconi Segarra & Associates Llp 401(k) Profit Sharing Plan
Sponsored by Tronconi Segarra & Associates Llp · EIN 043728817 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 130
- With balances
- 158
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 |
|---|---|---|
| Waterford Advisors, Llc CRD 119442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waterford Advisors | Investment advisory (plan) | $34,194 |
| Empower Life & Annuity Ins | Recordkeeping fees | $21,006 |
| Valiant Retire Inc | Contract administrator | $6,715 |