AUMdb

Advantage Truck Group, Llc 401(k) Plan

Sponsored by Tri State Truck Center, Llc · EIN 042840481 · Plan #001

Total assets
$32.7M
Net assets
$32.7M
Active participants
392
With balances
494

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Srv. Recordkeeping fees $45,202
Osaic Wealth, Inc Investment advisory (plan) $28,381
Nbt Bank Na Dba Third Party Adminis Contract administrator $11,942