AUMdb

Keane Thummel Trucking Inc 401(k) Plan

Sponsored by Keane Thummel Trucking Inc · EIN 421202487 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
208
With balances
215

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Security National Bank Recordkeeping fees, Investment management, Trustee (institutional) $54,580
Charles Schwab Trust Bank Shareholder servicing fees, Float revenue, Custodial (securities) $3,108
Charles Schwab & Co., Inc Shareholder servicing fees, Custodial (securities) $0