Trim Tex, Inc. Employees Profit Sharing Plan
Sponsored by Trim Tex, Inc. · EIN 362777715 · Plan #002
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 145
- With balances
- 169
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $27,749 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $8,754 |