Intermodal Collectively Bargained Pension Plan
Sponsored by Budco Group, Inc. · EIN 311411831 · Plan #005
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 382
- With balances
- 250
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $2,375 |