AUMdb

Tri Star Imports 401(k) Plan

Sponsored by Tri Star Imports, Inc. Dba Mercedes Benz Of St. Louis · EIN 431715337 · Plan #003

Total assets
$8.3M
Net assets
$8.3M
Active participants
199
With balances
203

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
Wilshire Advisors Llc CRD 6210 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 $52,424
Lbmc, Pc Contract administrator, Direct payment from the plan $11,150
Erisa Specialists Contract administrator, Direct payment from the plan $10,545
401 K Safe 3(16) Llc Contract administrator, Direct payment from the plan $5,554
Morgan Stanley Global Ba Investment advisory (plan), Investment management, Direct payment from the plan $2,827
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0