AUMdb

Puryear Tank Lines 401 K Profit Sharing Plan & Trust

Sponsored by Puryear Tank Lines, Inc. · EIN 561849317 · Plan #001 · Apex, NC

Total assets
$4.4M
Net assets
$4.4M
Active participants
234
With balances
135

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates, Inc. Investment advisory (participants) $37,807