Floyd's Truck Center, Inc. 401(k) Plan
Sponsored by Floyds Truck Center, Inc. · EIN 470885687 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.4M
- Active participants
- 227
- With balances
- 202
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $40,523 |
| At Retirement Service, Llc | Claims processing, Recordkeeping, Custodial (other) | $36,090 |