Form 5500 Search

PPA/TPA VICKI ROSE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
13,823
Total plan assets
$159.5M
Filings (rows)
2
Direct comp
$151K
Indirect comp
$18K

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRION SOLUTIONS, INC.
TRION SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
TROY, MI
Advisor / Consultant
INVESTMENT ADVISORY
7,890$106.6M$30K
TRION SOLUTIONS, INC.
TRION SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
TROY, MI
Advisor / Consultant
INVESTMENT ADVISORY
5,933$52.9M$121K
PPA/TPA VICKI ROSE — Form 5500 Service Provider Profile | Form 5500 Search