Tri Holdco, Inc. Employee Stock Ownership Plan
Sponsored by Tri Holdco, Inc. · EIN 330336176 · Plan #002
- Total assets
- $107M
- Net assets
- $88.4M
- Active participants
- 286
- With balances
- 326
Plan year beginning 01/01/2024 · Stock bonus
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 |
|---|---|---|
| Jp Morgan Securities | Investment management, Securities brokerage commissions | $56,234 |