Trajector Holdings Savings Plan
Sponsored by Trajector Medical, Llc · EIN 471965243 · Plan #002
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 773
- With balances
- 862
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $66,911 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $42,307 |
| Empower Advisory Group, Llc | Investment management | $26,721 |
| Nppg Record Keeping Solutions | Contract administrator | $16,631 |
| Warren Averett, Llc | Accounting | $12,000 |