AUMdb

Knight Swift Transportation Holdings, Inc. Retirement Plan

Sponsored by Knight Swift Transportation Holdings Inc. · EIN 205589597 · Plan #003

Total assets
$1.0B
Net assets
$1.0B
Active participants
31,022
With balances
30,327

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $1,619,951
Pietzsch Law Group,Pa Investment advisory (plan), Legal, Direct payment from the plan $297,341
Lbmc Pc Investment advisory (plan), Direct payment from the plan $20,900
Charles Schwab & Co, Inc. Securities brokerage, Direct payment from the plan, Securities brokerage commissions $1,312
Morningstar Investment Service Investment advisory (participants), Direct payment from the plan $336
Mma Securities, Llc Consulting (general), Other fees $0
Cliftonlarsonallen Llp Accounting, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0