Trimark Corporation 401 K Retirement Plan
Sponsored by Trimark Corporation · EIN 421327045 · Plan #002
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 360
- With balances
- 321
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $38,556 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $31,546 |
| Coastal Pension Services | Contract administrator | $12,050 |
| Empower Advisory Group | Investment management | $5,098 |