AUMdb

Southland Transportation Company 401(k) Plan

Sponsored by Southland Transportation Company · EIN 561607563 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
287
With balances
270

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
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fisher Asset Management Investment advisory (plan), Direct payment from the plan $56,330
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $24,707