Tri Pointe Group 401(k) Profit Sharing Plan
Sponsored by Tri Pointe Homes Holdings, Inc. · EIN 273201111 · Plan #001
- Total assets
- $191M
- Net assets
- $191M
- Active participants
- 1,642
- With balances
- 2,269
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $204,274 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $90,000 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $48,245 |
| Creative Planning | Investment advisory (plan) | $27,276 |
| Windes | Accounting | $16,300 |