Midwest Transit Equipment, Inc. Profit Sharing 401(k) Plan And Trust
Sponsored by Midwest Transit Equipment, Inc. · EIN 363033895 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 243
- With balances
- 244
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 |
|---|---|---|
| Burke Wealth Management, Llc CRD 305840 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Busey Wealth Management | Investment advisory (plan) | $102,387 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $20,817 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |