AUMdb

Speed Motor Express Of W.N.Y., Inc. 401(k) Profit Sharing Plan

Sponsored by Speed Motor Express Of W.N.Y, Inc. · EIN 161092772 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
174
With balances
127

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Ins & Annuity Co Investment advisory (participants) $0
Morningstar Investmt Management Llc Investment advisory (participants), Investment advisory (plan) $0
Rimkus, Marciano & Associates, Inc. Other services $0