AUMdb

Peerless Transport 401(k) Plan

Sponsored by Peerless Beverage Co. · EIN 221429984 · Plan #003

Total assets
$15.8M
Net assets
$15.8M
Active participants
137
With balances
133

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Investment advisory (plan) $21,095
Ascensus Llc Other commissions, Other fees, Participant loan processing $16,880