AUMdb

Transport Equipment Company Employees Savings Plan

Sponsored by Transport Equipment Company · EIN 810768318 · Plan #002

Total assets
$68.7M
Net assets
$68.7M
Active participants
1,310
With balances
1,249

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (participants), Investment advisory (plan), Investment management $124,301
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $19,871