AUMdb

Trinity Solar, Llc 401(k) Plan

Sponsored by Trinity Solar, Llc · EIN 223292324 · Plan #001

Total assets
$60.0M
Net assets
$60.0M
Active participants
2,725
With balances
2,815

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
Nationwide Recordkeeping, Recordkeeping fees, Other fees $230,169
Preferred Pension Planning Recordkeeping, Distribution (12b-1) fees, Recordkeeping fees $89,400
Proaccount Investment advisory (participants) $20,337
Liberty Partners Finance Service Insurance agents and brokers $0