Trident Fund Services, Inc.401(k) Plan
Sponsored by Trident Trust Company (South Dakota) Inc. · EIN 264124018 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 112
- With balances
- 134
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waverly Advisors | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $706 |