Trademark Construction Services, Llc Profit Sharing Plan
Sponsored by Trademark Construction Services, Llc · EIN 933860207 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 118
- With balances
- 167
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waverly Advisors | Investment advisory (plan) | $26,229 |
| The Vanguard Group, Inc | Recordkeeping | $5,535 |