AUMdb

Handy Truck Line, Inc. 401(k) Profit Sharing Plan

Sponsored by Handy Truck Line, Inc. · EIN 820262328 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
161
With balances
266

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
Portside Wealth Group, Llc CRD 325175 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Portside Wealth Group Investment advisory (participants) $28,052