AUMdb

Tack Automotive Dba Mike Johnson's Hickory Toyota 401(k) Plan

Sponsored by Tack Automotive, Llc · EIN 562148539 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
217
With balances
219

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $27,738
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $19,062
Empower Advisory Group, Llc Investment management $5,602
Administrative Fiduciary Services Other fees $5,594