AUMdb

Big M Transportation 401(k) Plan

Sponsored by Big M Transportation, Inc. · EIN 640918227 · Plan #002

Total assets
$4.0M
Net assets
$4.0M
Active participants
302
With balances
586

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $74,719
Kestra Advisory Services, Llc Investment advisory (plan), Consulting fees $8,433