AUMdb

Trinity Industries, Inc. 401(k) Plan As Restated Effective August 1, 2020

Sponsored by Trinity Industries, Inc. · EIN 750225040 · Plan #029

Total assets
$386M
Net assets
$385M
Active participants
2,890
With balances
4,167

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Institutional Plan Services, L Participant loan processing, Recordkeeping fees, Recordkeeping $257,398
Voya Retirement Advisors, Llc Investment advisory (participants) $247,610
Marsh Usa Llc Insurance agents and brokers $139,757
Captrust Investment advisory (plan) $88,745
Mcdermott Will & Emery Legal $78,569
Willis Towers Watson Us Llc Actuarial $41,133
Principal Custody Solutions Trustee (institutional) $26,111
Matrix Trust Company Recordkeeping $7,397
Huselton, Morgan And Maultsby Consulting (general) $5,500