Transportation Specialist 401(k) & Profit Sharing Plan
Sponsored by Transportation Management Consultants, Inc. · EIN 363926639 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 225
- With balances
- 540
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
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) | $51,567 |
| Morgan Stanley | Investment advisory (plan), Consulting (general), Direct payment from the plan | $20,207 |
| Cbiz Cpa's P.C. | Accounting, Direct payment from the plan | $15,500 |