Selectransportation Resources, L.L.C. Retirement Savings Plan
Sponsored by Selectransportation Resources, L.L.C. · EIN 742882346 · Plan #001
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 540
- With balances
- 480
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,937 |
| Shepherd Financial Investment | Investment advisory (plan) | $52,534 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,264 |