Trust Point Inc 401(k) Profit Sharing Plan
Sponsored by Trust Point Inc · EIN 390415000 · Plan #001
- Total assets
- $44.9M
- Net assets
- $44.9M
- Active participants
- 97
- With balances
- 144
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rsm Us Llp | Accounting | $18,500 |
| Trust Point Inc | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $0 |