Tram, Inc. 401(k) Retirement Plan
Sponsored by Tram, Inc. · EIN 382674223 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 1,403
- With balances
- 1,664
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $62,593 |
| Plante & Moran, Pllc | Accounting, Other fees | $0 |
| Concurrent Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |