My Airline 401(k) Retirement Plan
Sponsored by Trans States Holdings, Inc · EIN 431812952 · Plan #001
- Total assets
- $60.7M
- Net assets
- $60.7M
- Active participants
- 988
- With balances
- 1,893
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $61,853 |
| Creative Planning Holdco, Llc | Recordkeeping, Trustee (institutional), Other services | $42,289 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $323 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |