AUMdb

Transgroup 401(k) Profit Sharing Plan And Trust

Sponsored by Transgroup Express, Llc · EIN 911477974 · Plan #001

Total assets
$28.3M
Net assets
$28.3M
Active participants
665
With balances
854

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
Brighton Jones Llc CRD 108601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Brighton Jones Llc Investment advisory (plan) $72,912
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Sub-transfer agency fees $32,267
Hunnex And Shoemaker Consulting (general) $4,100