AUMdb

Greyhound Lines, Inc. Retirement Savings Plan

Sponsored by Greyhound Lines, Inc. · EIN 860572343 · Plan #001

Total assets
$53.2M
Net assets
$53.2M
Active participants
623
With balances
720

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $74,966
Plante & Moran, Pllc Accounting, Direct payment from the plan $21,000
Capfinancial Partners,Ll Investment advisory (plan), Direct payment from the plan $15,125
Schwab Funds Securities brokerage, Direct payment from the plan, Securities brokerage commissions $96