Protrans International, Llc 401(k) Plan
Sponsored by Protrans International, Llc · EIN 351907022 · Plan #001
- Total assets
- $23.9M
- Net assets
- $23.9M
- Active participants
- 685
- With balances
- 873
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Corp | Claims processing, Recordkeeping, Custodial (other) | $69,448 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,200 |
| Shepherd Financial Investment Advis | Investment advisory (plan) | $22,000 |
| Definiti Llc | Contract administrator | $9,131 |
| Empower Advisory Group, Llc | Investment management | $132 |