AUMdb

Landstar System, Inc. 401(k) Savings Plan

Sponsored by Landstar System Holdings, Inc. · EIN 061245498 · Plan #002

Total assets
$169M
Net assets
$169M
Active participants
1,301
With balances
1,217

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $203,842
Cap Financial Partners, Llc Investment advisory (plan), Shareholder servicing fees $50,000
Charles Schwab & Co., Inc. Custodial (securities), Trustee (institutional), Trustee (directed) $3,617
Charles Schwab Trust Bank Custodial (securities), Trustee (institutional), Trustee (directed) $34