AUMdb

Secure Transportation 401(k) Plan

Sponsored by Secure Transportation Company, Inc. · EIN 954049363 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
403
With balances
297

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
American Fundstars Financial Group Llc CRD 315860 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Moss Adams Accounting $19,925
T Rowe Price Rps, Inc Recordkeeping, Trustee (institutional), Trustee (directed) $11,014
Actuarial Benefits Corp. Actuarial $0
American Beacon Funds Trustee (directed), Shareholder servicing fees $0
Eagleasset Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0
Metropolitan West Funds Investment management, Shareholder servicing fees $0
American Funds Investment management, Shareholder servicing fees $0
All Springs Global Funds Investment management, Shareholder servicing fees $0
Mfs Funds Investment management, Shareholder servicing fees $0