Acertus 401(k) Plan
Sponsored by Amerifleet Transportation, Inc. · EIN 582339967 · Plan #002
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 1,183
- With balances
- 967
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | 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 | $84,361 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $17,694 |