Casa Trinity Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Casa Trinity Inc · EIN 161039939 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 301
- With balances
- 311
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors, Llc | Investment advisory (participants) | $22,909 |
| Paychex, Inc. | Recordkeeping | $15,894 |