Moeller Trucking, Inc. 401(k) Retirement Plan And Trust
Sponsored by Moeller Trucking, Inc. · EIN 341319625 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 254
- With balances
- 114
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $19,910 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,321 |
| The Pension Design Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,165 |