Varsity Ford 401 K Plan
Sponsored by Stanford Brothers, Inc Dba Varsity Ford · EIN 382541590 · Plan #001 · Ann Arbor, MI
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 175
- With balances
- 183
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $30,099 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,581 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$13,379 |