AUMdb

Triad Logistics Services Corporation 401(k) Plan

Sponsored by Triad Logistics Services Corporation · EIN 810644368 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
197
With balances
208

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
Atlasmark Financial, Inc. CRD 152635 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Employee Incentive Plans, Inc. Claims processing, Contract administrator, Recordkeeping $32,947
Atlasmark Financial, Inc Consulting (general), Investment advisory (participants), Investment advisory (plan) $22,779
Fidelity Brokerage Services, Inc. Claims processing, Custodial (securities), Other services $3,234