AUMdb

Sutton Trucking Llc 401(k) Plan

Sponsored by Sutton Trucking Llc · EIN 833707220 · Plan #002

Total assets
$6.0M
Net assets
$6.0M
Active participants
124
With balances
118

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $17,845
Capfinancial Partners, Llc (Dba)cap Investment advisory (plan), Consulting fees $10,104