Palmer Truck Group 401(k) Plan
Sponsored by Palmer Trucks, Inc. · EIN 351112033 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 708
- With balances
- 728
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 |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $90,970 |
| Procourse Fiduciary Advisors Llc | Investment advisory (plan) | $29,991 |
| Cbiz Cpas P.C. | Accounting | $12,150 |
| Bemanaged | Consulting (general) | $6,713 |