Proficient Auto, Inc. Dba Proficient Auto Transport 401(k) Profit Sharing Plan
Sponsored by Proficient Auto, Inc. Dba Proficient Auto Transport · EIN 201693247 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 99
- With balances
- 158
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 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 |
|---|---|---|
| Mai Capital Management Llc | Investment advisory (plan) | $6,244 |
| The Retirement Advantage Inc | Contract administrator | $3,225 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,094 |
| Empower Advisory Group, Llc | Investment management | $484 |