Trion Solutions, Inc. 401(k) Profit Sharing Plan
Sponsored by Trion Solutions, Inc. · EIN 461334892 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 7,890
- With balances
- 4,088
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 |
|---|---|---|
| Iron Financial Llc CRD 106682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount Nationwide | Investment advisory (participants) | $197,226 |
| The Benefit Advantage | Investment advisory (participants) | $30,738 |
| Ppa/Tpa Vicki Rose | Investment advisory (participants) | $30,267 |
| Fenner Melstrom And Dooling Plc | Investment advisory (participants) | $14,019 |
| Iron Financial | Investment advisory (participants) | $6,932 |