AUMdb

Sioux City Truck Sales Inc 401(k) Plan

Sponsored by Sioux City Truck Sales · EIN 420750928 · Plan #001

Total assets
$23.5M
Net assets
$23.5M
Active participants
355
With balances
339

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
Security National Bank Investment management, Recordkeeping fees, Trustee (institutional) $69,975
Charles Schwab Trust Bank Shareholder servicing fees, Custodial (securities), Float revenue $8,008
Charles Schwab & Co Inc Shareholder servicing fees, Custodial (securities) $0