AUMdb

Reliable Carriers, Inc. 401(k) Plan

Sponsored by Reliable Carriers, Inc. · EIN 382534918 · Plan #002

Total assets
$13.1M
Net assets
$13.1M
Active participants
161
With balances
102

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $23,684
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $9,329