Truescripts Management Services, Llc 401(k) Plan
Sponsored by Truescripts Management Services, Llc · EIN 464334244 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 186
- With balances
- 188
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $28,037 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $375 |