AUMdb

Bruckner Truck Sales, Inc. Employee Profit Sharing Plan

Sponsored by Bruckner Truck Sales, Inc. · EIN 750972825 · Plan #001

Total assets
$122M
Net assets
$122M
Active participants
1,637
With balances
1,688

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $130,384
Transition Finance Strategies, Llc Other services, Other investment fees and expenses, Contract administrator $98,864
Nationwide Recordkeeping, Custodial (securities), Participant loan processing $97,982
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0
Mml Investors Services, Llc Other services, Other investment fees and expenses $0
Mml Investors Services, Llc Other services, Other investment fees and expenses $0