Morristown Drivers Service, Inc. 401(k) Plan
Sponsored by Morristown Drivers Service, Inc. · EIN 621156959 · Plan #001
- Total assets
- $1.5M
- Net assets
- $1.5M
- Active participants
- 229
- With balances
- 169
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 |
|---|---|---|
| Silver Oak Securities Incorporated CRD 46947 | fuzzy_auto · 94% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurnace Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,717 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,094 |
| Silver Oaks Securities, Inc. | Investment advisory (plan) | $6,504 |
| Creative Planning Llc | Investment advisory (plan) | $650 |