Causley Trucking, Inc. Retirement Plan
Sponsored by Causley Trucking, Inc. · EIN 382263810 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 160
- With balances
- 156
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 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 | $39,381 |
| Principal Securities Inc | Investment advisory (plan), Other fees | $0 |