Realtruck Retirement Savings Plan
Sponsored by Realtruck Group, Inc. · EIN 471350873 · Plan #001
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 4,169
- With balances
- 5,004
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $584,270 |
| Gregory J Schwartz & Company Inc | Investment advisory (plan) | $87,991 |
| P&M Holding Group Llp Dba Plante | Accounting | $21,000 |
| Empower Advisory Group, Llc | Investment management | $1,922 |
| Empower Financial Services, Inc. | Securities brokerage | $125 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |