Excel Truck Group 401(k) Plan
Sponsored by Virginia Truck Center, Inc. · EIN 540481876 · Plan #001
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 712
- With balances
- 773
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan), Investment management fees (direct) | $111,135 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $62,695 |
| Spencer Hager & Mosdell, Pc | Accounting, Direct payment from the plan | $12,750 |