AUMdb

10 Roads Express 401(k) Plan

Sponsored by 10 Roads Express · EIN 611947439 · Plan #001

Total assets
$63.0M
Net assets
$63.0M
Active participants
3,609
With balances
1,515

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Bridges Investment Management Inc CRD 108028 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $116,352
Lpl Financial Llc Investment advisory (plan) $54,537
Bridges Investment Management Inc Investment advisory (plan) $14,041