AUMdb

Storer Transportation Service, Inc. Profit Sharing 401(k) Plan

Sponsored by Storer Transportation Service, Inc. · EIN 942147709 · Plan #001

Total assets
$20.8M
Net assets
$20.8M
Active participants
798
With balances
425

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
Cerity Partners Retirement Plan Advisors Llc CRD 164198 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
July Business Services Llc Contract administrator $15,990
Charles Schwab Bank Custodial (other), Trustee (institutional), Trustee (directed) $0
Cerity Partners Retirement Plan Adv Investment advisory (participants) $0