Trend Technologies, Llc Savings And Retirement Plan
Sponsored by Trend Technologies, Llc · EIN 470898630 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 197
- With balances
- 193
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $40,211 |
| Empower Advisory Group, Llc | Investment management | $7,093 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |