Trellisware Technologies 401(k) Retirement Plan
Sponsored by Trellis Ware Technologies, Inc. · EIN 330922364 · Plan #001
- Total assets
- $49.8M
- Net assets
- $49.8M
- Active participants
- 230
- With balances
- 297
Plan year beginning 04/01/2024 · 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 |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $29,457 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $29,435 |
| Jgd & Associates Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $12,500 |