AUMdb

Transervice Retirement Plan

Sponsored by Transervice Logistics, Inc. · EIN 113283281 · Plan #019

Total assets
$11.3M
Net assets
$11.3M
Active participants
314
With balances
317

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Withum Accounting $29,188
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$12,044