AUMdb

Transit Technologies, Llc 401(k) Plan

Sponsored by Transit Technologies, Llc · EIN 833879621 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
333
With balances
242

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $27,970
Sageview Advisory Group, Llc Investment advisory (plan) $12,987
Erisa Services. Inc Recordkeeping, Participant loan processing, Recordkeeping fees $1,500