AUMdb

Magellan Transport Logistics 401(k) Plan

Sponsored by Magellan Transport Logistics, Inc. · EIN 204392995 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
165
With balances
165

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $50,292
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $33,397
Retirement Solutions Specialists Ll Contract administrator, Direct payment from the plan, Other services $3,174