Travis Companies Retirement Plan
Sponsored by Pacific Air Switch Corporation · EIN 931000983 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 463
- With balances
- 353
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 |
|---|---|---|
| Merit Financial Group, Llc CRD 142457 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merit Financial Group, Llc | Investment advisory (participants) | $24,169 |
| Lpl Financial Llc Rpcp | Investment advisory (participants) | $4,499 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $794 |