Triniplus Retirement Plan
Sponsored by Trinity Health · EIN 450226558 · Plan #002
- Total assets
- $407M
- Net assets
- $407M
- Active participants
- 2,366
- With balances
- 3,708
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $213,863 |
| Clifton Larson Allen, Llp | Accounting, Direct payment from the plan | $20,149 |
| Advanced Capital Group | Consulting (general), Insurance services, Insurance brokerage commissions | $20,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $50 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |