AUMdb

Trelleborg Corporation Savings Plan

Sponsored by Trelleborg Corporation · EIN 061253246 · Plan #006

Total assets
$322M
Net assets
$322M
Active participants
3,110
With balances
4,000

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
Creative Planning, Llc CRD 105348 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $320,332
Creative Planning Holdco Llc Investment management, Direct payment from the plan $125,000
Caron & Bletzer Pllc Accounting, Direct payment from the plan $19,500