AUMdb

Scott Cars, Inc. 401(k) Profit Sharing Plan

Sponsored by Scott Cars, Inc. · EIN 231892805 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
121
With balances
131

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Participant loan processing, Investment management fees (indirect) $27,705
Commonwealth Financial Network Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) $23,322
Proaccount Investment advisory (participants) $15,906
Stalker & Associates, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $8,496