AUMdb

Philly Transportation Group 401(k) Plan

Sponsored by Philly Transportation, Llc · EIN 861166955 · Plan #001

Total assets
$2.7M
Net assets
$2.7M
Active participants
409
With balances
154

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Delaware Valley Retirement, Inc. Other services, Direct payment from the plan $4,000
Nationwide Recordkeeping, Other insurance wrap fees $1,244
Iron Financial Trustee (institutional) $290
Nationwide Life Insurance Company Insurance agents and brokers, Insurance services $116
Eric Faust Plan administrator $41