Roehl Transport, Inc. 401(k) Profit Sharing Plan
Sponsored by Roehl Transport, Inc. · EIN 391145328 · Plan #001
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 2,383
- With balances
- 3,143
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 |
|---|---|---|
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $192,159 |
| Capital Strategies Investment Group | Investment advisory (plan) | $27,459 |
| Morgan Stanley | Investment advisory (plan) | $12,937 |
| Qdro Consultants Company, Llc | Other fees | $600 |