Nacarato Trucks General Partnership 401(k) Plan
Sponsored by Nacarato Trucks General Partnership · EIN 811032763 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 264
- With balances
- 312
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $25,378 |
| Kraftcpas Pllc | Accounting, Direct payment from the plan | $14,076 |
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $11,608 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |