Tri Holdco., Inc. 401(k) Plan
Sponsored by Tri Holdco, Inc. · EIN 831643898 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 301
- With balances
- 240
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co. | Contract administrator, Participant loan processing, Direct payment from the plan | $7,514 |
| Flynn, Shojinaga & Associates, Inc. | Contract administrator, Other services, Direct payment from the plan | $7,300 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |