AUMdb

Southland 401(k) Plan

Sponsored by Southland International Trucks, Inc · EIN 630832185 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
237
With balances
171

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
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $23,489
Wells Fargo Advisors. Investment advisory (plan), Direct payment from the plan $22,134