Transportation Research Center Inc. Employees' Retirement Savings Plan And Trust
Sponsored by Transportation Research Center Inc. · EIN 311228202 · Plan #001
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 371
- With balances
- 403
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 |
|---|---|---|
| Consolidated Financial Management Group, Llc CRD 119695 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Consolidated Financial | Investment advisory (plan), Consulting fees | $74,696 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $71,904 |
| Reliance Trust Company | Custodial (securities), Shareholder servicing fees | $0 |