Trout Unlimited Section 403(b) Retirement Plan
Sponsored by Trout Unlimited, Inc. · EIN 381612715 · Plan #001
- Total assets
- $41.4M
- Net assets
- $41.4M
- Active participants
- 337
- With balances
- 446
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $43,763 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $42,000 |
| Empower Advisory Group, Llc | Investment management | $5,506 |