Sms Transportation Services, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Sms Transportation Services, Inc. · EIN 954494354 · Plan #001
- Total assets
- $588K
- Net assets
- $588K
- Active participants
- 91
- With balances
- 44
Plan year beginning 01/01/2021 · 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 |
|---|---|---|
| Merrill Lynch Fas | Investment advisory (participants) | $1,298 |
| Merrill Lynch Eps | Investment advisory (participants) | $1,298 |
| John Hancock Life Insurance Company | Recordkeeping | $652 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $588K | 91 | ack 20250707155822NAL0001706611001 |
| 01/01/2020 | $503K | 173 | ack 20250707142647NAL0005982736001 |
| 01/01/2019 | $382K | 170 | ack 20250707141710NAL0002032547001 |