The North Fork Express/Montauk Bus Companies 401(k) Savings Plan
Sponsored by Montauk Bus Service, Inc. · EIN 113459790 · Plan #001
- Total assets
- $1.7M
- Net assets
- $1.7M
- Active participants
- 346
- With balances
- 120
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lebenthal Global Advisors, Llc CRD 283303 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lebenthal Global Advisors | Investment advisory (plan), Investment management fees (direct) | $17,407 |
| American Trust Retirement | Claims processing, Contract administrator, Recordkeeping | $8,107 |