Trailboss Enterprises, Inc. 401(k) Plan
Sponsored by Trailboss Enterprises · EIN 920152880 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 432
- With balances
- 567
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 |
|---|---|---|
| Arbor Capital Management Inc CRD 111362 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Latitude Service Company Inc | Plan administrator | $32,881 |
| Arbor Capital Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $17,129 |
| Brinker Capital Investments | Investment advisory (participants) | $6,968 |
| Iron Fiduciary | Investment management, Investment management fees (direct) | $4,817 |
| Nationwide | Custodial (securities) | $1,204 |
| Securities America Inc | Trustee (directed) | $0 |