AUMdb

Severino Trucking Co. Inc. 401(k) Plan & Trust

Sponsored by Severino Trucking Co., Inc. · EIN 020367181 · Plan #001 · Candia, NH

Total assets
$12.8M
Net assets
$12.8M
Active participants
179
With balances
143

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
Lincoln Investment Planning, Llc CRD 519 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln Investment Planning Llc Investment advisory (plan) $28,150
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $24,016