Pemberton Truck Lines 401(k) Plan
Sponsored by Pemberton Truck Lines, Inc. · EIN 621194446 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 130
- With balances
- 132
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $22,764 |
| Shepherd Financial Investment Advis | Investment advisory (plan), Consulting fees | $21,952 |
| Lmbc, Pc | Accounting, Direct payment from the plan | $12,500 |