Tracey Road Equipment, Inc. Employees 401(k) And Psp
Sponsored by Tracey Road Equipment, Inc. · EIN 161058204 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 283
- With balances
- 285
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 |
|---|---|---|
| Pinnacle Investments, Llc CRD 142910 | deterministic · 100% | 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 | $108,767 |
| Pinnacle Investments Inc | Investment advisory (plan), Other fees | $0 |