AUMdb

Trimac Transportation, Inc. 401(k) Profit Sharing Plan

Sponsored by Trimac Transportation Inc. · EIN 761264794 · Plan #001

Total assets
$39.2M
Net assets
$39.2M
Active participants
1,225
With balances
1,110

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 Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Recordkeeping fees, Recordkeeping $59,344
Sageview Advisory Group Llc Consulting (pension), Investment advisory (plan) $25,326