AUMdb

Sugar Transport Locals #431 And #439 Retirement Plan

Sponsored by Cherokee Freight Lines Stockton, Llc · EIN 262533907 · Plan #002

Total assets
$8.7M
Net assets
$8.7M
Active participants
178
With balances
185

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
Bidwell Consulting Services Inc Recordkeeping, Consulting (pension), Participant loan processing $23,417
John Hancock Recordkeeping, Investment management, Shareholder servicing fees $2,668