AUMdb

Doug Bradley Trucking Inc Employee Profit Sharing Plan

Sponsored by Doug Bradley Trucking Inc · EIN 481096777 · Plan #001

Total assets
$3.4M
Net assets
$3.4M
Active participants
75
With balances
89

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Pinion, Llc Contract administrator $12,810
Cambridge Investment Research Inc Investment management, Investment advisory (plan) $9,824
Capital Group Retirement Plan Servi Recordkeeping fees $7,836