Epes Transport System 401(k) Retirement Plan
Sponsored by Epes Transport System, Llc · EIN 540409030 · Plan #001
- Total assets
- $34.4M
- Net assets
- $34.3M
- Active participants
- 1,315
- With balances
- 1,123
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Transamerica Financial Advisors, Llc CRD 16164 | fuzzy_auto · 94% | 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 | $103,715 |
| Transamerica Financial Solutions | Claims processing, Recordkeeping, Investment management | $48,313 |
| Deloitte And Touche, Llp | Accounting, Direct payment from the plan | $47,700 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $39,986 |