Transource, Inc. 401(k) Investment Plan
Sponsored by Transource, Inc. · EIN 561325586 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 361
- With balances
- 187
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $75 |
| Wells Fargo Clearing Services Llc | Other commissions | $0 |