AUMdb

T. W. U. S. T. S. 401(k) Retirement Plan

Sponsored by Suffolk Transportation Services, Inc · EIN 111782554 · Plan #005

Total assets
$109M
Net assets
$109M
Active participants
3,007
With balances
3,201

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
Reynolds Consulting Services Llc CRD 135768 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $45,481
Sacklow & Acox Cpas Llc Accounting $5,000
Reynolds Consulting Services Llc Investment advisory (plan) $2,850
Advised Assets Group, Llc Investment management $640
Morgan Stanley & Co Inc Other commissions $0
Morgan Stanley Insurance Services I Other commissions $0