Truline 401(k) Plan
Sponsored by Truline Corporation · EIN 880104927 · Plan #333
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 317
- With balances
- 185
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $29,103 |
| Empower Advisory Group, Llc | Investment management | $19,377 |
| Cambridge Investment Group | Investment advisory (plan) | $14,233 |
| Professional Benefit Services | Contract administrator | $2,250 |