AUMdb

Blue Water Trucking, Inc. 401(k) Plan

Sponsored by Blue Water Trucking, Inc. · EIN 382250213 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
141
With balances
93

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Cap Financial Partners, Llc Investment advisory (participants) $15,682
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $1,350
Wilshire Associates Inc(usa) Investment advisory (participants) $203