Truckworx Employee Retirement Savings Plan
Sponsored by Truckworx, Inc · EIN 462225729 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 493
- With balances
- 516
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Renasant Bank | Trustee (institutional), Investment advisory (plan) | $136,551 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $19,929 |
| Capfinancial Partners Llc | Investment advisory (plan), Other fees | $0 |