Trew, Llc. 401(k) Plan
Sponsored by Trew, Llc · EIN 831502676 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 448
- With balances
- 544
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $75,729 |
| Ubs Financial Services | Investment advisory (plan) | $45,466 |
| Blue Chip Retirement Plans, Inc. | Contract administrator | $5,098 |