Utf Trucking Bargaining Unit 401 K
Sponsored by Fresh Direct Holdings, Inc · EIN 113576952 · Plan #002
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 749
- With balances
- 1,656
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $137,927 |
| Morgan Stanley Global Banking | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $22,858 |