Transpak 401(k) Plan
Sponsored by Transpak, Inc. · EIN 941711977 · Plan #002
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 1,044
- With balances
- 404
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $34,677 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,270 |
| Empower Advisory Group, Llc | Investment management | $11,698 |