Accutrans Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Accutrans, Llc · EIN 721414046 · Plan #002
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 391
- With balances
- 282
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 |
|---|---|---|
| The Fiduciary Group, Llc CRD 221530 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Consulting (general), Legal | $52,881 |
| The Fiduciary Group, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $41,273 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $5,760 |