Loadsmart, Inc. 401(k) Plan
Sponsored by Loadsmart, Inc. · EIN 472556074 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 159
- With balances
- 376
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $17,690 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $11,644 |