AUMdb

Triumvirate Environmental, Inc. Savings, Profit Sharing & Retirement Plan

Sponsored by Triumvirate Environmental, Inc. · EIN 043017601 · Plan #001

Total assets
$57.6M
Net assets
$57.6M
Active participants
1,182
With balances
1,465

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $115,341
Global Retirement Partners Llc Investment advisory (plan) $15,000