Total Quality Logistics, Llc Retirement Plan
Sponsored by Total Quality Logistics, Llc · EIN 205152109 · Plan #001
- Total assets
- $280M
- Net assets
- $280M
- Active participants
- 8,378
- With balances
- 5,362
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $558,165 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $32,710 |
| Morgan Stanley | Investment advisory (plan) | $19,207 |
| Clark Schaefer Hackett & Co | Accounting | $14,100 |