Canonical Usa 401(k) Profit Sharing Plan & Trust
Sponsored by Canonical Usa · EIN 261194348 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 219
- With balances
- 296
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 |
|---|---|---|
| Trilogy Capital, Inc. CRD 281597 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Triology Capital, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $55,423 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Participant communication, Custodial (other) | $10,758 |