AUMdb

The Trade Group, Inc. 401(k) Profit Sharing Plan

Sponsored by The Trade Group, Inc. · EIN 752186454 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
159
With balances
200

Plan year beginning 01/01/2024 · 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
Gallagher Benefit Services Inc. Investment advisory (plan) $20,000
Definiti Llc Contract administrator $19,351
Pricekubecka Pllc Accounting $9,000
Empower Annuity Ins Co Of America Recordkeeping fees $0