Trellance, Inc. 401(k) Profit Sharing Plan
Sponsored by Trellance, Inc. · EIN 592941216 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 137
- With balances
- 259
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $46,801 |
| Florida Retirement Cons | Contract administrator | $2,320 |
| Empower Annuity Ins Co | Recordkeeping, Insurance services, Participant loan processing | $1,841 |