AUMdb

Freightwise, Llc Retirement Plan

Sponsored by Freightwise, Llc · EIN 471945352 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
104
With balances
159

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
Transamerica Retirement Solutions Recordkeeping, Float revenue, Participant loan processing $16,321
Trinity Pension Consultants, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $8,446
Bank Of America Na Investment advisory (plan) $115