403(b) Thrift Plan For Employees Of Triumph, Inc.
Sponsored by Triumph, Inc. · EIN 042394012 · Plan #002
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 123
- With balances
- 109
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 |
|---|---|---|
| Lodestar Wealth Public Benefit, Llc CRD 308028 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lodestar Wealth, Llc | Investment advisory (plan), Named fiduciary, Investment management fees (direct) | $8,065 |
| Nationwide | Claims processing, Recordkeeping, Trustee (institutional) | $6,245 |
| Definiti Llc | Consulting (pension), Valuation | $2,525 |
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $122 |