AUMdb

Design Transportation Services 401(k) Plan

Sponsored by Design Transportation Services, Inc · EIN 752400419 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
77
With balances
186

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Group Ret Plan Services Contract administrator, Participant loan processing, Recordkeeping fees $250
Nick Lalonde Edward Jones Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) $0
Pentec Pension Mgt Group Inc Recordkeeping $0