AUMdb

Trividia Health, Inc. Employee Flexible Compensation Plan

Sponsored by Trividia Health, Inc. · EIN 222594392 · Plan #001

Total assets
$59.4M
Net assets
$59.4M
Active participants
403
With balances
500

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $69,877
Marcum Llp Accounting $10,300