A & M Transport, Llc Employee Savings Plan
Sponsored by A & M Transport, Llc · EIN 823486465 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 130
- With balances
- 153
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 |
|---|---|---|
| Zuna, Llc CRD 306113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $21,058 |
| Zuna, Llc | Investment advisory (participants) | $19,474 |
| Prime Pensions Northwest Llc | Other services, Direct payment from the plan | $3,850 |