Racetrac, Inc. 401(k) Plan
Sponsored by Racetrac, Inc. · EIN 630642959 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 9,590
- With balances
- 2,446
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $198,221 |
| Fisher Investments | Investment advisory (plan), Direct payment from the plan | $23,659 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $342 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |