AUMdb

Trillium Health, Inc. Defined Contribution Plan

Sponsored by Trillium Health, Inc. · EIN 161356734 · Plan #001

Total assets
$23.4M
Net assets
$23.4M
Active participants
269
With balances
362

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
Sage Rutty & Co., Inc. Recordkeeping, Trustee (institutional), Other services $66,665
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $48,487
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0