Schenker, Inc. 401(k) Savings And Investment Plan
Sponsored by Schenker, Inc · EIN 135619239 · Plan #002
- Total assets
- $465M
- Net assets
- $465M
- Active participants
- 8,670
- With balances
- 11,418
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $788,088 |
| Lockton Investment Advisors Llc | Investment advisory (plan), Investment management | $93,000 |
| Prudential Trust Co. | Investment advisory (plan), Investment management | $83,839 |
| Prudential Insurance Co. | Investment advisory (plan), Investment management | $40,448 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |