Palletized Trucking, Inc. 401 K & Profit Sharing Plan
Sponsored by Palletized Trucking Inc. · EIN 741655585 · Plan #001 · Houston, TX
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 154
- With balances
- 105
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 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Armanino, Llp | Accounting | $26,250 |
| Cbiz Investment Advisory Service | Investment advisory (plan) | $20,491 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $18,831 |