AUMdb

Midlands Carrier Transicold 401(k) Plan

Sponsored by Reefer Systems, Inc. Dba Midland · EIN 020610357 · Plan #002

Total assets
$15.7M
Net assets
$15.7M
Active participants
163
With balances
205

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
Creative Planning Holdco, Llc Recordkeeping, Trustee (institutional), Other services $25,023
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $9,455
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0