R&L Carriers, Inc. 401(k) Retirement Savings Plan
Sponsored by R&L Carriers, Inc. · EIN 311423221 · Plan #001 · Wilmington, OH
- Total assets
- $473M
- Net assets
- $472M
- Active participants
- 21,397
- With balances
- 10,042
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $275,673 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $198,470 |
| Morganstanleysmithbarneyllc | Investment advisory (participants) | $45,000 |