Pride Transport 401(k) Plan
Sponsored by Pride Transport, Inc. · EIN 870473980 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 510
- With balances
- 216
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 |
|---|---|---|
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,841 |
| National Benefit Services | Contract administrator, Direct payment from the plan, Other services | $32,378 |
| Dynamic Wealth Advisors | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |