Trilogy Federal, Llc 401(k) P/S Plan
Sponsored by Trilogy Federal, Llc · EIN 264435075 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 191
- With balances
- 239
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $28,118 |
| Empower Advisory Group, Llc | Investment management | $11,937 |
| Envestnet Retirement Solutions, Llc | Other fees | $9,842 |
| Cetera Advisor Networks Llc | Other commissions | $0 |