Tradewinds Services Inc Retirement Plan
Sponsored by Tradewinds Services, Inc. · EIN 351139485 · Plan #002
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 200
- With balances
- 132
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Compass Financial Advisors Llc CRD 109131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass Financial Advisors | Investment advisory (plan), Direct payment from the plan | $18,443 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $4,085 |