Trupanion 401(k) Plan
Sponsored by Trupanion Managers Usa, Inc. · EIN 383756263 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 873
- With balances
- 1,073
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $20,347 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $8,147 |