Transportation Charter Services, Inc. 401(k) Plan
Sponsored by Transportation Charter Services, Inc. · EIN 360326013 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors | Investment advisory (plan) | $0 |
| Rocky Mountain Employee Benefits | Contract administrator, Recordkeeping, Participant loan processing | $0 |
| Empower Advisory Group | Investment management | $0 |
| Gwfs Equities Inc | Securities brokerage | $0 |
| Berkowitz Pollack Brant Advisors | Accounting | $0 |