Indian River Transport Company 401(k) Plan
Sponsored by Indian River Transport Company · EIN 593172232 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 435
- With balances
- 146
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pearce Financial | Investment advisory (plan) | $17,317 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees | $14,285 |
| Strategic Advisors Inc | Investment advisory (plan) | $961 |