AUMdb

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan

Sponsored by Jackson Group Peterbilt, Inc. · EIN 870621494 · Plan #001

Total assets
$30.6M
Net assets
$30.5M
Active participants
836
With balances
1,135

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
Global Retirement Partners, Llc Other services, Recordkeeping fees $53,586
National Benefit Services, Llc Recordkeeping, Other services, Other fees $23,792
Nationwide Other services, Other fees, Participant loan processing $2,788