Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan
Sponsored by Trefz Corporation · EIN 060862427 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 1,521
- With balances
- 300
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 |
|---|---|---|
| Ascensus | Recordkeeping | $22,483 |
| Smithbridge Asset Management Inc | Trustee (institutional) | $21,167 |
| Caron & Bletzer Pllc | Accounting | $17,200 |
| Wilmington Trust | Custodial (other), Investment advisory (plan), Consulting fees | $14,082 |