J.D. Raymond Transport, Inc. 401(k) Plan
Sponsored by J.D. Raymond Transport, Inc. · EIN 010531844 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 147
- With balances
- 117
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Recordkeeping fees | $12,110 |
| The Pension Service, Inc | Contract administrator | $3,887 |
| Ameriprise Financial Services | Investment advisory (plan) | $0 |