Tripp Scott, P.A. 401 K Plan
Sponsored by Tripp Scott, P.A. · EIN 592624630 · Plan #002
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 95
- With balances
- 114
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $63,078 |
| Rubin Wealth Advisors | Other fees | $6,230 |
| Nfp Retirement Inc | Other fees | $0 |