Westside Transit Lines A.T.U. Pension Plan
Sponsored by Transdev Services, Inc. · EIN 521493194 · Plan #007
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 106
- With balances
- 153
Plan year beginning 03/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eagle Capital Management | Investment advisory (plan), Securities brokerage commissions, Investment management | $171,851 |
| Gulf Coast Bank & Trust Company | Recordkeeping, Direct payment from the plan, Custodial (securities) | $25,834 |
| Kushner Lagraize, Llc | Accounting, Recordkeeping | $14,225 |
| The Haslauer Group, Inc. | Recordkeeping, Recordkeeping fees | $7,125 |