AUMdb

The Trust For Public Land Tax Deferred Retirement Plan

Sponsored by The Trust For Public Land · EIN 237222333 · Plan #003

Total assets
$95.4M
Net assets
$95.4M
Active participants
383
With balances
640

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Claims processing, Recordkeeping, Participant loan processing $51,503
Newport Trust Company Trustee (institutional), Trustee (discretionary), Trustee (directed) $26,458