Trade Supply Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Trade Supply Group, Llc · EIN 205209264 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 416
- With balances
- 301
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors Llc | Investment management, Investment management fees (direct) | $46,155 |
| Penserv Plan Services | Recordkeeping, Recordkeeping fees | $24,245 |
| Weaver And Tidwell, L.L.P. | Accounting, Direct payment from the plan | $12,000 |
| Mg Trust Company, Llc | Custodial (securities), Recordkeeping fees | $11,539 |