Tribridge Residential 401(k) Plan
Sponsored by Tribridge Residential, Llc · EIN 274292135 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 205
- With balances
- 510
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 |
|---|---|---|
| Molly B Investment Group Llc CRD 150555 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $50,248 |
| Baer Wealth Management | Investment advisory (plan), Direct payment from the plan | $26,225 |