AUMdb

Signature Transport 401(k) Plan

Sponsored by Signature Transport Inc. · EIN 208872264 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
44
With balances
90

Plan year beginning 01/01/2024 · 401(m) arrangement, Automatic enrollment, Covers self-employed individuals

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 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
Empower Annuity Insurance Company Recordkeeping fees $11,744
Edward D Jones & Co Lp Investment advisory (plan) $7,157
Morningstar Inc Dba Morningstar Ass Other fees $485
Empower Advisory Group, Llc Investment management $316